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Avior Wealth Management’s Resideo Technologies REZI Stock Holding History

Avior 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
2025
Q1 		– Sell
-18
Closed -$414 – 1963
2024
Q4 		$414 Buy
18
+15
+500% +$352 ﹤0.01% 2305
2024
Q3 		$60 Hold
3
– – ﹤0.01% 2275
2024
Q2 		$58 Sell
3
-216
-99% -$4.47K ﹤0.01% 2233
2024
Q1 		$4.91K Buy
+219
New +$4.33K ﹤0.01% 2091
2023
Q1 		– Sell
-4
Closed -$65 – 1659
2022
Q4 		$65 Hold
4
– – ﹤0.01% 1253
2022
Q3 		$0 Buy
+4
New +$85 ﹤0.01% 1266
2022
Q1 		– Sell
-1
Closed – – 1210
2021
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 1201
2019
Q4 		– Sell
-8
Closed – – 848
2019
Q3 		$0 Hold
8
– – ﹤0.01% 850
2019
Q2 		$0 Sell
8
-38
-83% -$803 ﹤0.01% 861
2019
Q1 		$0 Sell
46
-4
-8% -$89 ﹤0.01% 697
2018
Q4 		$1K Buy
+50
New +$1.07K ﹤0.01% 685

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's REZI Position: Q1 2025 in Review

Avior Wealth Management sold out of Resideo Technologies (REZI) in Q1 2025, closing a stake of 18 shares — an estimated $414 sold.

Avior Wealth Management first reported a position in REZI in Q4 2018 and held it in 11 quarters. The position peaked at $4.91K in Q1 2024. 397 funds tracked by Wall St. Rank hold REZI as of Q1 2025.

  • Avior Wealth Management reported no remaining Resideo Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 18 Resideo Technologies shares in Q1 2025, an estimated $414.
  • Avior Wealth Management first reported a position in Resideo Technologies in Q4 2018 and held it in 11 quarters.
  • Avior Wealth Management's Resideo Technologies position peaked at $4.91K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.