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Capital Advisory Group Advisory Services’s Resideo Technologies REZI Stock Holding History

Capital Advisory Group Advisory Services’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
2022
Q2 		– Sell
-16
Closed – – 419
2022
Q1 		$0 Buy
+16
New +$401 ﹤0.01% 516
2021
Q4 		– Sell
-16
Closed – – 427
2021
Q3 		$0 Hold
16
– – ﹤0.01% 564
2021
Q2 		$0 Hold
16
– – ﹤0.01% 552
2021
Q1 		$0 Hold
16
– – ﹤0.01% 551
2020
Q4 		$0 Hold
16
– – ﹤0.01% 552
2020
Q3 		$0 Hold
16
– – ﹤0.01% 518
2020
Q2 		$0 Hold
16
– – ﹤0.01% 498
2020
Q1 		$0 Buy
+16
New +$151 ﹤0.01% 462
2019
Q4 		– Sell
-53
Closed -$1K – 367
2019
Q3 		$1K Hold
53
– – ﹤0.01% 425
2019
Q2 		$1K Hold
53
– – ﹤0.01% 408
2019
Q1 		$1K Buy
+53
New +$1.17K ﹤0.01% 406

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 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