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BIA
Bell Investment Advisors’s
Resideo Technologies
REZI
Stock Holding History
Bell Investment 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
2026
Q1
$4.58K
Buy
136
+16
+13%
+$571
﹤0.01%
995
2025
Q4
$4.21K
Hold
120
–
–
﹤0.01%
1041
2025
Q3
$5.18K
Hold
120
–
–
﹤0.01%
923
2025
Q2
$2.65K
Sell
120
-26
-18%
-$496
﹤0.01%
1252
2025
Q1
$2.58K
Sell
146
-7
-5%
-$144
﹤0.01%
1204
2024
Q4
$3.53K
Sell
153
-75
-33%
-$1.76K
﹤0.01%
1100
2024
Q3
$4.59K
Hold
228
–
–
﹤0.01%
973
2024
Q2
$4.46K
Buy
228
+22
+11%
+$455
﹤0.01%
976
2024
Q1
$4.62K
Hold
206
–
–
﹤0.01%
967
2023
Q4
$3.88K
Sell
206
-52
-20%
-$851
﹤0.01%
1005
2023
Q3
$4.08K
Buy
258
+134
+108%
+$2.25K
﹤0.01%
911
2023
Q2
$2.19K
Sell
124
-30
-19%
-$518
﹤0.01%
1251
2023
Q1
$2.82K
Buy
154
+58
+60%
+$1.05K
﹤0.01%
1077
2022
Q4
$1.58K
Buy
96
+63
+191%
+$1.14K
﹤0.01%
1413
2022
Q3
$1K
Sell
33
-42
-56%
-$891
﹤0.01%
1544
2022
Q2
$1K
Buy
+75
New
+$1.69K
﹤0.01%
1566
2021
Q4
$1K
Sell
52
-15
-22%
-$389
﹤0.01%
1573
2021
Q3
$2K
Buy
+67
New
+$1.95K
﹤0.01%
1139
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$5.7T AUM
30.48%
1-Year Est. Return
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$536M AUM
0.63%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
VPM
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$1.91T AUM
AI
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Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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