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BKM Wealth Management’s Resideo Technologies REZI Stock Holding History

BKM 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
Q1 		– Sell
-164
Closed -$3.09K – 472
2023
Q4 		$3.09K Buy
+164
New +$2.68K ﹤0.01% 540

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

BKM Wealth Management's REZI Position: Q1 2024 in Review

BKM Wealth Management sold out of Resideo Technologies (REZI) in Q1 2024, closing a stake of 164 shares — an estimated $3.09K sold.

BKM Wealth Management first reported a position in REZI in Q4 2023 and held it in 1 quarter. The position peaked at $3.09K in Q4 2023. 380 funds tracked by Wall St. Rank hold REZI as of Q1 2024.

  • BKM Wealth Management reported no remaining Resideo Technologies position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 164 Resideo Technologies shares in Q1 2024, an estimated $3.09K.
  • BKM Wealth Management first reported a position in Resideo Technologies in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Resideo Technologies position peaked at $3.09K in Q4 2023.
  • 380 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.