SYSTM Wealth Solutions’s ResMed RMD Stock Holding History

SYSTM Wealth Solutions’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	–	Sell	-1,674	Closed	-$366K	–	487
2023 Q2	$366K	Buy	1,674 +81	+5%	+$18.1K	0.05%	362
2023 Q1	$349K	Sell	1,593 -1,078	-40%	-$234K	0.05%	359
2022 Q4	$556K	Buy	+2,671	New	+$587K	0.07%	323

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

SYSTM Wealth Solutions's RMD Position: Q3 2023 in Review

SYSTM Wealth Solutions sold out of ResMed (RMD) in Q3 2023, closing a stake of 1,674 shares — an estimated $366K sold.

SYSTM Wealth Solutions first reported a position in RMD in Q4 2022 and held it in 3 quarters. The position peaked at $556K in Q4 2022. 657 funds tracked by Wall St. Rank hold RMD as of Q3 2023.

SYSTM Wealth Solutions reported no remaining ResMed position as of Q3 2023 after selling out during the quarter.
SYSTM Wealth Solutions sold 1,674 ResMed shares in Q3 2023, an estimated $366K.
SYSTM Wealth Solutions first reported a position in ResMed in Q4 2022 and held it in 3 quarters.
SYSTM Wealth Solutions's ResMed position peaked at $556K in Q4 2022.
657 funds tracked by Wall St. Rank held ResMed as of Q3 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.