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Burt Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Burt Wealth 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
2020
Q3 		– Sell
-196
Closed -$2K – 431
2020
Q2 		$2K Hold
196
– – ﹤0.01% 345
2020
Q1 		$1K Buy
+196
New +$1.85K ﹤0.01% 385
2019
Q3 		– Sell
-72
Closed -$2K – 347
2019
Q2 		$2K Sell
72
-54
-43% -$1.14K ﹤0.01% 326
2019
Q1 		$2K Hold
126
– – ﹤0.01% 338
2018
Q4 		$3K Buy
+126
New +$2.69K ﹤0.01% 315

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Burt Wealth Advisors's REZI Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Resideo Technologies (REZI) in Q3 2020, closing a stake of 196 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in REZI in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q4 2018. 356 funds tracked by Wall St. Rank hold REZI as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Resideo Technologies position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 196 Resideo Technologies shares in Q3 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 5 quarters.
  • Burt Wealth Advisors's Resideo Technologies position peaked at $3K in Q4 2018.
  • 356 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.