Capital Directions Investment Advisors’s Resideo Technologies REZI Stock Holding History

Capital Directions Investment 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
2022 Q4	$247	Buy	+15	New	+$272	﹤0.01%	232
2022 Q3	–	Sell	-15	Closed	-$318	–	242
2022 Q2	$0	Hold	15	–	–	﹤0.01%	274
2022 Q1	$0	Buy	+15	New	+$376	﹤0.01%	270
2021 Q4	–	Sell	-15	Closed	–	–	179
2021 Q3	$0	Buy	+15	New	+$436	﹤0.01%	268
2019 Q4	–	Sell	-15	Closed	–	–	244
2019 Q3	$0	Buy	+15	New	+$252	﹤0.01%	245

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Directions Investment Advisors's REZI Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Resideo Technologies (REZI) in Q4 2022: 15 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in REZI as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in REZI in Q3 2019 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold REZI as of Q4 2022.

Capital Directions Investment Advisors held 15 shares of Resideo Technologies worth $247 as of Q4 2022.
Resideo Technologies was a new Capital Directions Investment Advisors position in Q4 2022.
Resideo Technologies made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #232 holding.
Capital Directions Investment Advisors first reported a position in Resideo Technologies in Q3 2019 and has held it in 5 quarters since.
366 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.