Beaird Harris Wealth Management’s Resideo Technologies REZI Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-2,000	Closed	-$39.1K	–	673
2024 Q2	$39.1K	Hold	2,000	–	–	﹤0.01%	242
2024 Q1	$44.8K	Hold	2,000	–	–	﹤0.01%	209
2023 Q4	$37.6K	Hold	2,000	–	–	﹤0.01%	206
2023 Q3	$31.6K	Hold	2,000	–	–	﹤0.01%	199
2023 Q2	$35.3K	Hold	2,000	–	–	﹤0.01%	190
2023 Q1	$36.6K	Hold	2,000	–	–	0.01%	187
2022 Q4	$32.9K	Hold	2,000	–	–	0.01%	210
2022 Q3	$38K	Buy	+2,000	New	+$42.4K	0.01%	180
2022 Q2	–	Sell	-2,000	Closed	-$48K	–	560
2022 Q1	$48K	Sell	2,000 -83	-4%	-$2.08K	0.02%	193
2021 Q4	$54K	Buy	+2,083	New	+$54K	0.02%	225

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Beaird Harris Wealth Management's REZI Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Resideo Technologies (REZI) in Q3 2024, closing a stake of 2,000 shares — an estimated $39.1K sold.

Beaird Harris Wealth Management first reported a position in REZI in Q4 2021 and held it in 10 quarters. The position peaked at $54K in Q4 2021. 388 funds tracked by Wall St. Rank hold REZI as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Resideo Technologies position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 2,000 Resideo Technologies shares in Q3 2024, an estimated $39.1K.
Beaird Harris Wealth Management first reported a position in Resideo Technologies in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Resideo Technologies position peaked at $54K in Q4 2021.
388 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.