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Bogart Wealth LLC’s Resideo Technologies REZI Stock Holding History

Bogart Wealth LLC’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 		$3.27K Hold
97
– – ﹤0.01% 1166
2025
Q4 		$3.41K Hold
97
– – ﹤0.01% 1077
2025
Q3 		$4.19K Hold
97
– – ﹤0.01% 1012
2025
Q2 		$2.14K Hold
97
– – ﹤0.01% 1095
2025
Q1 		$1.72K Sell
97
-22
-18% -$452 ﹤0.01% 1100
2024
Q4 		$2.74K Buy
+119
New +$2.79K ﹤0.01% 1031
2020
Q3 		– Sell
-16
Closed – – 481
2020
Q2 		$0 Hold
16
– – ﹤0.01% 470
2020
Q1 		$0 Hold
16
– – ﹤0.01% 460
2019
Q4 		$0 Buy
+16
New +$182 ﹤0.01% 407
2019
Q3 		– Sell
-1
Closed – – 384
2019
Q2 		$0 Hold
1
– – ﹤0.01% 362
2019
Q1 		$0 Buy
+1
New +$22 ﹤0.01% 369

Other funds holding REZI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return