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Atlas Private Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Atlas Private Wealth Advisors’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
2021
Q4 		– Sell
-131
Closed -$3K – 580
2021
Q3 		$3K Hold
131
– – ﹤0.01% 636
2021
Q2 		$4K Hold
131
– – ﹤0.01% 607
2021
Q1 		$4K Hold
131
– – ﹤0.01% 655
2020
Q4 		$3K Hold
131
– – ﹤0.01% 605
2020
Q3 		$1K Hold
131
– – ﹤0.01% 643
2020
Q2 		$2K Buy
+131
New +$912 ﹤0.01% 606

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atlas Private Wealth Advisors's REZI Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Resideo Technologies (REZI) in Q4 2021, closing a stake of 131 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in REZI in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 392 funds tracked by Wall St. Rank hold REZI as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Resideo Technologies position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 131 Resideo Technologies shares in Q4 2021, an estimated $3K.
  • Atlas Private Wealth Advisors first reported a position in Resideo Technologies in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Resideo Technologies position peaked at $4K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.