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Consolidated Planning Corp’s Resideo Technologies REZI Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-29
Closed -$1K – 361
2021
Q3 		$1K Buy
+29
New +$843 ﹤0.01% 436

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Boston Partners
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Consolidated Planning Corp's REZI Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Resideo Technologies (REZI) in Q4 2021, closing a stake of 29 shares — an estimated $1K sold.

Consolidated Planning Corp first reported a position in REZI in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 392 funds tracked by Wall St. Rank hold REZI as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Resideo Technologies position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 29 Resideo Technologies shares in Q4 2021, an estimated $1K.
  • Consolidated Planning Corp first reported a position in Resideo Technologies in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Resideo Technologies position peaked at $1K in Q3 2021.
  • 392 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.