WCM
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Wealthcare Capital Management’s ResMed RMD Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-24
Closed -$5K – 544
2021
Q1 		$5K Buy
+24
New +$4.81K ﹤0.01% 393
2020
Q1 		– Sell
-14
Closed -$2K – 557
2019
Q4 		$2K Buy
+14
New +$2.02K ﹤0.01% 543

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's RMD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of ResMed (RMD) in Q2 2021, closing a stake of 24 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in RMD in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 661 funds tracked by Wall St. Rank hold RMD as of Q2 2021.

  • Wealthcare Capital Management reported no remaining ResMed position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 24 ResMed shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in ResMed in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's ResMed position peaked at $5K in Q1 2021.
  • 661 funds tracked by Wall St. Rank held ResMed as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.