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WealthSource Partners’s ResMed RMD Stock Holding History

WealthSource 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
2022
Q3 		– Sell
-4,326
Closed -$907K – 539
2022
Q2 		$907K Sell
4,326
-31
-0.7% -$6.6K 0.07% 204
2022
Q1 		$1.06M Sell
4,357
-43
-1% -$10.4K 0.07% 209
2021
Q4 		$1.15M Sell
4,400
-1,294
-23% -$336K 0.09% 168
2021
Q3 		$1.5M Buy
5,694
+1,680
+42% +$459K 0.13% 128
2021
Q2 		$990K Hold
4,014
– – 0.09% 170
2021
Q1 		$779K Sell
4,014
-27
-0.7% -$5.41K 0.08% 186
2020
Q4 		$859K Sell
4,041
-330
-8% -$65.8K 0.1% 136
2020
Q3 		$749K Sell
4,371
-53
-1% -$9.79K 0.1% 139
2020
Q2 		$849K Buy
4,424
+15
+0.3% +$2.45K 0.12% 112
2020
Q1 		$649K Sell
4,409
-359
-8% -$57.2K 0.1% 142
2019
Q4 		$739K Buy
4,768
+8
+0.2% +$1.15K 0.1% 175
2019
Q3 		$643K Sell
4,760
-290
-6% -$38K 0.1% 198
2019
Q2 		$616K Sell
5,050
-65
-1% -$7.2K 0.1% 200
2019
Q1 		$532K Sell
5,115
-75
-1% -$7.74K 0.12% 158
2018
Q4 		$591K Sell
5,190
-150
-3% -$16.1K 0.17% 129
2018
Q3 		$616K Sell
5,340
-1,790
-25% -$196K 0.16% 130
2018
Q2 		$739K Sell
7,130
-95
-1% -$9.61K 0.21% 110
2018
Q1 		$711K Buy
7,225
+55
+0.8% +$5.2K 0.22% 113
2017
Q4 		$607K Buy
7,170
+20
+0.3% +$1.65K 0.19% 117
2017
Q3 		$550K Buy
7,150
+1,080
+18% +$82.6K 0.18% 124
2017
Q2 		$473K Sell
6,070
-2,160
-26% -$155K 0.16% 134
2017
Q1 		$592K Buy
8,230
+1,045
+15% +$72.2K 0.22% 108
2016
Q4 		$446K Sell
7,185
-1,145
-14% -$70.1K 0.19% 114
2016
Q3 		$540K Sell
8,330
-100
-1% -$6.66K 0.2% 110
2016
Q2 		$533K Buy
8,430
+740
+10% +$43.6K 0.2% 108
2016
Q1 		$445K Buy
+7,690
New +$435K 0.18% 116

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

WealthSource Partners's RMD Position: Q3 2022 in Review

WealthSource Partners sold out of ResMed (RMD) in Q3 2022, closing a stake of 4,326 shares — an estimated $907K sold.

WealthSource Partners first reported a position in RMD in Q1 2016 and held it in 26 quarters. The position peaked at $1.5M in Q3 2021. 667 funds tracked by Wall St. Rank hold RMD as of Q3 2022.

  • WealthSource Partners reported no remaining ResMed position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,326 ResMed shares in Q3 2022, an estimated $907K.
  • WealthSource Partners first reported a position in ResMed in Q1 2016 and held it in 26 quarters.
  • WealthSource Partners's ResMed position peaked at $1.5M in Q3 2021.
  • 667 funds tracked by Wall St. Rank held ResMed as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.