Tradition Wealth Management’s ResMed RMD Stock Holding History

Tradition Wealth Management’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	-256	Closed	-$38K	–	1351
2023 Q3	$38K	Sell	256 -1	-0.4%	-$181	﹤0.01%	679
2023 Q2	$56K	Buy	257 +1	+0.4%	+$223	0.01%	597
2023 Q1	$56K	Buy	256 +5	+2%	+$1.08K	0.01%	585
2022 Q4	$52K	Hold	251	–	–	0.01%	515
2022 Q3	$55K	Buy	251 +1	+0.4%	+$228	0.01%	486
2022 Q2	$52K	Hold	250	–	–	0.01%	451
2022 Q1	$61K	Hold	250	–	–	0.01%	468
2021 Q4	$65K	Hold	250	–	–	0.01%	472
2021 Q3	$66K	Hold	250	–	–	0.01%	440
2021 Q2	$62K	Buy	+250	New	+$52.6K	0.01%	482

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

Tradition Wealth Management's RMD Position: Q4 2023 in Review

Tradition Wealth Management sold out of ResMed (RMD) in Q4 2023, closing a stake of 256 shares — an estimated $38K sold.

Tradition Wealth Management first reported a position in RMD in Q2 2021 and held it in 10 quarters. The position peaked at $66K in Q3 2021. 687 funds tracked by Wall St. Rank hold RMD as of Q4 2023.

Tradition Wealth Management reported no remaining ResMed position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 256 ResMed shares in Q4 2023, an estimated $38K.
Tradition Wealth Management first reported a position in ResMed in Q2 2021 and held it in 10 quarters.
Tradition Wealth Management's ResMed position peaked at $66K in Q3 2021.
687 funds tracked by Wall St. Rank held ResMed as of Q4 2023.

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