Sutton Wealth Advisors’s ResMed RMD Stock Holding History

Sutton Wealth Advisors’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.92K	Sell	40 -3	-7%	-$542	﹤0.01%	560
2023 Q2	$9.4K	Hold	43	–	–	﹤0.01%	471
2023 Q1	$9.42K	Sell	43 -2	-4%	-$434	0.01%	433
2022 Q4	$9.37K	Sell	45 -1	-2%	-$220	﹤0.01%	971
2022 Q3	$10K	Buy	46 +2	+5%	+$455	﹤0.01%	884
2022 Q2	$9.22K	Sell	44 -2	-4%	-$426	﹤0.01%	923
2022 Q1	$11.2K	Buy	46 +4	+10%	+$968	﹤0.01%	903
2021 Q4	$10.9K	Buy	42 +2	+5%	+$519	﹤0.01%	907
2021 Q3	$10.5K	Buy	40 +1	+3%	+$273	﹤0.01%	890
2021 Q2	$9.61K	Hold	39	–	–	﹤0.01%	923
2021 Q1	$7.57K	Sell	39 -1	-3%	-$201	﹤0.01%	943
2020 Q4	$8.5K	Buy	40 +4	+11%	+$798	﹤0.01%	858
2020 Q3	$6.17K	Hold	36	–	–	﹤0.01%	860
2020 Q2	$6.91K	Buy	36 +23	+177%	+$3.76K	﹤0.01%	793
2020 Q1	$1.92K	Buy	13 +3	+30%	+$478	﹤0.01%	1039
2019 Q4	$1.55K	Buy	10 +5	+100%	+$721	﹤0.01%	1084
2019 Q3	$676	Buy	+5	New	+$655	﹤0.01%	1145

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's RMD Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its ResMed (RMD) stake by 7% in Q3 2023, selling an estimated $542 and leaving 40 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Sutton Wealth Advisors first reported a position in RMD in Q3 2019 and has held it in 17 quarters since. The position peaked at $11.2K in Q1 2022. 658 funds tracked by Wall St. Rank hold RMD as of Q3 2023.

Sutton Wealth Advisors held 40 shares of ResMed worth $5.92K as of Q3 2023.
Sutton Wealth Advisors sold 3 ResMed shares in Q3 2023, an estimated $542.
ResMed made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #560 holding.
Sutton Wealth Advisors first reported a position in ResMed in Q3 2019 and has held it in 17 quarters since.
Sutton Wealth Advisors's ResMed position peaked at $11.2K in Q1 2022.
658 funds tracked by Wall St. Rank held ResMed as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.