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YorkBridge Wealth Partners’s ResMed RMD Stock Holding History

YorkBridge Wealth 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
Q4 		$289K Sell
1,389
-65
-4% -$14.3K 0.07% 201
2022
Q3 		$317K Sell
1,454
-120
-8% -$27.3K 0.08% 182
2022
Q2 		$330K Buy
1,574
+8
+0.5% +$1.7K 0.09% 174
2022
Q1 		$380K Sell
1,566
-66
-4% -$16K 0.08% 189
2021
Q4 		$425K Buy
1,632
+56
+4% +$14.5K 0.1% 173
2021
Q3 		$415K Buy
1,576
+65
+4% +$17.8K 0.1% 152
2021
Q2 		$372K Buy
1,511
+40
+3% +$8.41K 0.1% 162
2021
Q1 		$285K Buy
1,471
+495
+51% +$99.3K 0.08% 206
2020
Q4 		$207K Buy
+976
New +$195K 0.07% 209
2019
Q3 		– Sell
-1,309
Closed -$160K – 546
2019
Q2 		$160K Sell
1,309
-6
-0.5% -$665 0.07% 211
2019
Q1 		$137K Buy
1,315
+23
+2% +$2.37K 0.06% 229
2018
Q4 		$147K Sell
1,292
-28
-2% -$3K 0.08% 183
2018
Q3 		$152K Sell
1,320
-79
-6% -$8.65K 0.07% 207
2018
Q2 		$145K Hold
1,399
– – 0.06% 222
2018
Q1 		$138K Sell
1,399
-9
-0.6% -$850 0.06% 229
2017
Q4 		$131K Sell
1,408
-37
-3% -$3.06K 0.06% 231
2017
Q3 		$111K Sell
1,445
-31
-2% -$2.37K 0.06% 253
2017
Q2 		$115K Buy
1,476
+69
+5% +$4.94K 0.06% 246
2017
Q1 		$98K Buy
1,407
+264
+23% +$18.2K 0.05% 267
2016
Q4 		$67K Buy
+1,143
New +$70K 0.04% 309

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

YorkBridge Wealth Partners's RMD Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its ResMed (RMD) stake by 4.5% in Q4 2022, selling an estimated $14.3K and leaving 1,389 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #201.

YorkBridge Wealth Partners first reported a position in RMD in Q4 2016 and has held it in 20 quarters since. The position peaked at $425K in Q4 2021. 731 funds tracked by Wall St. Rank hold RMD as of Q4 2022.

  • YorkBridge Wealth Partners held 1,389 shares of ResMed worth $289K as of Q4 2022.
  • YorkBridge Wealth Partners sold 65 ResMed shares in Q4 2022, an estimated $14.3K.
  • ResMed made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #201 holding.
  • YorkBridge Wealth Partners first reported a position in ResMed in Q4 2016 and has held it in 20 quarters since.
  • YorkBridge Wealth Partners's ResMed position peaked at $425K in Q4 2021.
  • 731 funds tracked by Wall St. Rank held ResMed as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.