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WR Wealth Planners’s ResMed RMD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.52K Buy
11
+2
+22% +$482 ﹤0.01% 817
2024
Q3 		$2.2K Hold
9
– – ﹤0.01% 889
2024
Q2 		$1.72K Buy
9
+1
+13% +$203 ﹤0.01% 911
2024
Q1 		$1.58K Buy
+8
New +$1.47K ﹤0.01% 908

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's RMD Position: Q4 2024 in Review

WR Wealth Planners increased its ResMed (RMD) stake by 22% in Q4 2024, buying an estimated $482 and bringing the position to 11 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

WR Wealth Planners first reported a position in RMD in Q1 2024 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

  • WR Wealth Planners held 11 shares of ResMed worth $2.52K as of Q4 2024.
  • WR Wealth Planners bought 2 ResMed shares in Q4 2024, an estimated $482.
  • ResMed made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #817 holding.
  • WR Wealth Planners first reported a position in ResMed in Q1 2024 and has held it in 4 quarters since.
  • 872 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.