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Belpointe Asset Management’s Resideo Technologies REZI Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-716
Closed -$13.1K – 2731
2023
Q1 		$13.1K Buy
716
+11
+2% +$199 ﹤0.01% 2559
2022
Q4 		$11.6K Buy
+705
New +$12.8K ﹤0.01% 2541

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 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

Belpointe Asset Management's REZI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Resideo Technologies (REZI) in Q2 2023, closing a stake of 716 shares — an estimated $13.1K sold.

Belpointe Asset Management first reported a position in REZI in Q4 2022 and held it in 2 quarters. The position peaked at $13.1K in Q1 2023. 359 funds tracked by Wall St. Rank hold REZI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Resideo Technologies position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 716 Resideo Technologies shares in Q2 2023, an estimated $13.1K.
  • Belpointe Asset Management first reported a position in Resideo Technologies in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Resideo Technologies position peaked at $13.1K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.