Wealth Enhancement & Preservation of GA’s ResMed RMD Stock Holding History

Wealth Enhancement & Preservation of GA’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	$733K	Buy	3,353 +293	+10%	+$65.3K	0.7%	26
2023 Q1	$670K	Buy	3,060 +381	+14%	+$82.7K	0.8%	30
2022 Q4	$558K	Buy	2,679 +745	+39%	+$164K	0.91%	35
2022 Q3	$422K	Sell	1,934 -3,445	-64%	-$784K	0.68%	35
2022 Q2	$1.13M	Buy	5,379 +264	+5%	+$56.2K	1.19%	26
2022 Q1	$1.24M	Buy	5,115 +194	+4%	+$46.9K	0.96%	36
2021 Q4	$1.28M	Buy	4,921 +123	+3%	+$31.9K	0.86%	30
2021 Q3	$1.26M	Sell	4,798 -211	-4%	-$57.7K	0.97%	22
2021 Q2	$1.24M	Buy	5,009 +189	+4%	+$39.7K	0.91%	25
2021 Q1	$990K	Buy	4,820 +347	+8%	+$69.6K	0.76%	38
2020 Q4	$951K	Buy	+4,473	New	+$892K	0.82%	37

Other funds holding RMD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Enhancement & Preservation of GA's RMD Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its ResMed (RMD) stake by 9.6% in Q2 2023, buying an estimated $65.3K and bringing the position to 3,353 shares worth $733K. The position accounts for 0.7% of the portfolio, ranked #26.

Wealth Enhancement & Preservation of GA first reported a position in RMD in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2021. 732 funds tracked by Wall St. Rank hold RMD as of Q2 2023.

Wealth Enhancement & Preservation of GA held 3,353 shares of ResMed worth $733K as of Q2 2023.
Wealth Enhancement & Preservation of GA bought 293 ResMed shares in Q2 2023, an estimated $65.3K.
ResMed made up 0.7% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #26 holding.
Wealth Enhancement & Preservation of GA first reported a position in ResMed in Q4 2020 and has held it in 11 quarters since.
Wealth Enhancement & Preservation of GA's ResMed position peaked at $1.28M in Q4 2021.
732 funds tracked by Wall St. Rank held ResMed as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.