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Bullock Wealth Management’s Resideo Technologies REZI Stock Holding History

Bullock 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
Q4 		– Sell
-9
Closed -$176 – 621
2024
Q3 		$176 Hold
9
– – ﹤0.01% 567
2024
Q2 		$174 Hold
9
– – ﹤0.01% 559
2024
Q1 		$198 Buy
+9
New +$178 ﹤0.01% 557

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bullock Wealth Management's REZI Position: Q4 2024 in Review

Bullock Wealth Management sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 9 shares — an estimated $176 sold.

Bullock Wealth Management first reported a position in REZI in Q1 2024 and held it in 3 quarters. The position peaked at $198 in Q1 2024. 401 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

  • Bullock Wealth Management reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 9 Resideo Technologies shares in Q4 2024, an estimated $176.
  • Bullock Wealth Management first reported a position in Resideo Technologies in Q1 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Resideo Technologies position peaked at $198 in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

Based on Bullock Wealth Management's 13F filing for Q4 2024, filed 24 Sep 2026.