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Wealthspire Advisors (Maryland)’s ResMed RMD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-1,320
Closed -$253K – 536
2020
Q2 		$253K Buy
+1,320
New +$216K 0.02% 372
2019
Q2 		– Sell
-532
Closed -$55K – 1675
2019
Q1 		$55K Buy
532
+25
+5% +$2.58K ﹤0.01% 863
2018
Q4 		$58K Buy
507
+51
+11% +$5.46K 0.01% 799
2018
Q3 		$53K Buy
456
+24
+6% +$2.63K ﹤0.01% 942
2018
Q2 		$45K Buy
432
+20
+5% +$2.02K ﹤0.01% 1015
2018
Q1 		$41K Buy
412
+20
+5% +$1.89K ﹤0.01% 1063
2017
Q4 		$33K Buy
392
+170
+77% +$14K ﹤0.01% 1160
2017
Q3 		$17K Sell
222
-34
-13% -$2.6K ﹤0.01% 1360
2017
Q2 		$20K Buy
256
+98
+62% +$7.01K ﹤0.01% 1272
2017
Q1 		$11K Buy
158
+7
+5% +$484 ﹤0.01% 1313
2016
Q4 		$9K Buy
151
+106
+236% +$6.49K ﹤0.01% 1261
2016
Q3 		$3K Hold
45
– – ﹤0.01% 1490
2016
Q2 		$3K Hold
45
– – ﹤0.01% 1448
2016
Q1 		$3K Hold
45
– – ﹤0.01% 1466
2015
Q4 		$2K Buy
+45
New +$2.54K ﹤0.01% 1534

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RMD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of ResMed (RMD) in Q3 2020, closing a stake of 1,320 shares — an estimated $253K sold.

Wealthspire Advisors (Maryland) first reported a position in RMD in Q4 2015 and held it in 15 quarters. The position peaked at $253K in Q2 2020. 626 funds tracked by Wall St. Rank hold RMD as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining ResMed position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,320 ResMed shares in Q3 2020, an estimated $253K.
  • Wealthspire Advisors (Maryland) first reported a position in ResMed in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s ResMed position peaked at $253K in Q2 2020.
  • 626 funds tracked by Wall St. Rank held ResMed as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.