TCI Wealth Advisors’s ResMed RMD Stock Holding History

TCI 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 Q2	–	Sell	-82	Closed	-$18K	–	1803
2023 Q1	$18K	Hold	82	–	–	﹤0.01%	770
2022 Q4	$17.1K	Sell	82 -3	-4%	-$659	﹤0.01%	771
2022 Q3	$19K	Buy	85 +10	+13%	+$2.28K	﹤0.01%	683
2022 Q2	$16K	Buy	75 +12	+19%	+$2.56K	﹤0.01%	743
2022 Q1	$15K	Buy	63 +1	+2%	+$242	﹤0.01%	842
2021 Q4	$16K	Sell	62 -1	-2%	-$259	﹤0.01%	833
2021 Q3	$17K	Buy	63 +1	+2%	+$273	﹤0.01%	765
2021 Q2	$15K	Buy	62 +23	+59%	+$4.83K	﹤0.01%	725
2021 Q1	$8K	Buy	+39	New	+$7.82K	﹤0.01%	999
2019 Q4	–	Sell	-4	Closed	-$1K	–	1665
2019 Q3	$1K	Buy	+4	New	+$524	﹤0.01%	1371
2019 Q1	–	Sell	-3	Closed	–	–	1520
2018 Q4	$0	Buy	+3	New	+$321	﹤0.01%	1615

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TCI Wealth Advisors's RMD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of ResMed (RMD) in Q2 2023, closing a stake of 82 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in RMD in Q4 2018 and held it in 11 quarters. The position peaked at $19K in Q3 2022. 731 funds tracked by Wall St. Rank hold RMD as of Q2 2023.

TCI Wealth Advisors reported no remaining ResMed position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 82 ResMed shares in Q2 2023, an estimated $18K.
TCI Wealth Advisors first reported a position in ResMed in Q4 2018 and held it in 11 quarters.
TCI Wealth Advisors's ResMed position peaked at $19K in Q3 2022.
731 funds tracked by Wall St. Rank held ResMed as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.