CSWM
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Cassady Schiller Wealth Management’s Resideo Technologies REZI Stock Holding History

Cassady Schiller 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
Q1 		– Sell
-24
Closed -$452 – 506
2023
Q4 		$452 Hold
24
– – ﹤0.01% 422
2023
Q3 		$379 Hold
24
– – ﹤0.01% 439
2023
Q2 		$424 Hold
24
– – ﹤0.01% 456
2023
Q1 		$439 Hold
24
– – ﹤0.01% 435
2022
Q4 		$395 Buy
+24
New +$435 ﹤0.01% 453
2022
Q1 		– Sell
-24
Closed -$1K – 487
2021
Q4 		$1K Buy
+24
New +$622 ﹤0.01% 495

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return