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Clear Perspectives Financial Planning’s Resideo Technologies REZI Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$55 Hold
3
– – ﹤0.01% 192
2022
Q4 		$49 Buy
+3
New +$54 ﹤0.01% 231
2022
Q1 		– Sell
-3
Closed – – 227
2021
Q4 		$0 Hold
3
– – ﹤0.01% 234
2021
Q3 		$0 Hold
3
– – ﹤0.01% 225
2021
Q2 		$0 Hold
3
– – ﹤0.01% 210
2021
Q1 		$0 Hold
3
– – ﹤0.01% 192
2020
Q4 		$0 Buy
+3
New +$48 ﹤0.01% 184

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspectives Financial Planning's REZI Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Resideo Technologies (REZI) position steady in Q1 2023 at 3 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Clear Perspectives Financial Planning first reported a position in REZI in Q4 2020 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold REZI as of Q1 2023.

  • Clear Perspectives Financial Planning held 3 shares of Resideo Technologies worth $55 as of Q1 2023.
  • Clear Perspectives Financial Planning left its Resideo Technologies share count unchanged in Q1 2023.
  • Resideo Technologies made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #192 holding.
  • Clear Perspectives Financial Planning first reported a position in Resideo Technologies in Q4 2020 and has held it in 7 quarters since.
  • 366 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.