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Advisornet Financial’s Resideo Technologies REZI Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-28
Closed -$527 – 2423
2023
Q4 		$527 Sell
28
-11
-28% -$180 ﹤0.01% 2085
2023
Q3 		$616 Sell
39
-3
-7% -$50 ﹤0.01% 1931
2023
Q2 		$742 Buy
42
+1
+2% +$17 ﹤0.01% 1960
2023
Q1 		$749 Buy
41
+4
+11% +$72 ﹤0.01% 1964
2022
Q4 		$609 Sell
37
-748
-95% -$13.6K ﹤0.01% 1988
2022
Q3 		$15K Sell
785
-73
-9% -$1.55K ﹤0.01% 1212
2022
Q2 		$17K Sell
858
-348
-29% -$7.85K ﹤0.01% 1196
2022
Q1 		$29K Hold
1,206
– – ﹤0.01% 1138
2021
Q4 		$31K Buy
1,206
+15
+1% +$389 ﹤0.01% 1161
2021
Q3 		$30K Sell
1,191
-11
-0.9% -$320 ﹤0.01% 1142
2021
Q2 		$36K Sell
1,202
-225
-16% -$6.66K ﹤0.01% 1081
2021
Q1 		$40K Hold
1,427
– – ﹤0.01% 1008
2020
Q4 		$30K Hold
1,427
– – ﹤0.01% 1020
2020
Q3 		$16K Sell
1,427
-12
-0.8% -$152 ﹤0.01% 1154
2020
Q2 		$17K Sell
1,439
-240
-14% -$1.67K ﹤0.01% 1161
2020
Q1 		$8K Sell
1,679
-109
-6% -$1.03K ﹤0.01% 1329
2019
Q4 		$21K Sell
1,788
-879
-33% -$10K ﹤0.01% 1176
2019
Q3 		$38K Sell
2,667
-15
-0.6% -$252 ﹤0.01% 1002
2019
Q2 		$59K Sell
2,682
-271
-9% -$5.73K 0.01% 760
2019
Q1 		$57K Sell
2,953
-710
-19% -$15.7K 0.01% 701
2018
Q4 		$75K Buy
+3,663
New +$78.2K 0.01% 591

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Advisornet Financial's REZI Position: Q1 2024 in Review

Advisornet Financial sold out of Resideo Technologies (REZI) in Q1 2024, closing a stake of 28 shares — an estimated $527 sold.

Advisornet Financial first reported a position in REZI in Q4 2018 and held it in 21 quarters. The position peaked at $75K in Q4 2018. 380 funds tracked by Wall St. Rank hold REZI as of Q1 2024.

  • Advisornet Financial reported no remaining Resideo Technologies position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 28 Resideo Technologies shares in Q1 2024, an estimated $527.
  • Advisornet Financial first reported a position in Resideo Technologies in Q4 2018 and held it in 21 quarters.
  • Advisornet Financial's Resideo Technologies position peaked at $75K in Q4 2018.
  • 380 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.