TFO Wealth Partners’s ResMed RMD Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-3	Closed	-$656	–	1057
2023 Q3	$656	Buy	+3	New	+$542	﹤0.01%	381

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's RMD Position: Q4 2023 in Review

TFO Wealth Partners sold out of ResMed (RMD) in Q4 2023, closing a stake of 3 shares — an estimated $656 sold.

TFO Wealth Partners first reported a position in RMD in Q3 2023 and held it in 1 quarter. The position peaked at $656 in Q3 2023. 687 funds tracked by Wall St. Rank hold RMD as of Q4 2023.

TFO Wealth Partners reported no remaining ResMed position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 ResMed shares in Q4 2023, an estimated $656.
TFO Wealth Partners first reported a position in ResMed in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's ResMed position peaked at $656 in Q3 2023.
687 funds tracked by Wall St. Rank held ResMed as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.