AWM
REZI icon

Accurate Wealth Management’s Resideo Technologies REZI Stock Holding History

Accurate 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
Q1 		– Sell
-377
Closed -$6.75K – 1150
2022
Q4 		$6.75K Buy
+377
New +$6.83K ﹤0.01% 957

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's REZI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Resideo Technologies (REZI) in Q1 2023, closing a stake of 377 shares — an estimated $6.75K sold.

Accurate Wealth Management first reported a position in REZI in Q4 2022 and held it in 1 quarter. The position peaked at $6.75K in Q4 2022. 366 funds tracked by Wall St. Rank hold REZI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Resideo Technologies position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 377 Resideo Technologies shares in Q1 2023, an estimated $6.75K.
  • Accurate Wealth Management first reported a position in Resideo Technologies in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Resideo Technologies position peaked at $6.75K in Q4 2022.
  • 366 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.