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Accel Wealth Management’s Resideo Technologies REZI Stock Holding History

Accel Wealth Management’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$146 – 697
2023
Q1 		$146 Hold
8
– – ﹤0.01% 1241
2022
Q4 		$132 Hold
8
– – ﹤0.01% 1045
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1089
2022
Q2 		$0 Sell
8
-27
-77% -$609 ﹤0.01% 1061
2022
Q1 		$1K Hold
35
– – ﹤0.01% 915
2021
Q4 		$1K Buy
35
+8
+30% +$207 ﹤0.01% 912
2021
Q3 		$1K Hold
27
– – ﹤0.01% 809
2021
Q2 		$1K Hold
27
– – ﹤0.01% 887
2021
Q1 		$1K Hold
27
– – ﹤0.01% 852
2020
Q4 		$1K Buy
+27
New +$432 ﹤0.01% 816

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Accel Wealth Management's REZI Position: Q2 2023 in Review

Accel Wealth Management sold out of Resideo Technologies (REZI) in Q2 2023, closing a stake of 8 shares — an estimated $146 sold.

Accel Wealth Management first reported a position in REZI in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 359 funds tracked by Wall St. Rank hold REZI as of Q2 2023.

  • Accel Wealth Management reported no remaining Resideo Technologies position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 8 Resideo Technologies shares in Q2 2023, an estimated $146.
  • Accel Wealth Management first reported a position in Resideo Technologies in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Resideo Technologies position peaked at $1K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.