DWM
REZI icon

Doyle Wealth Management’s Resideo Technologies REZI Stock Holding History

Doyle 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
2019
Q3 		– Sell
-3,063
Closed -$67K – 623
2019
Q2 		$67K Buy
+3,063
New +$64.7K 0.01% 315
2019
Q1 		– Sell
-3,108
Closed -$64K – 609
2018
Q4 		$64K Buy
+3,108
New +$66.3K 0.01% 314

Other funds holding REZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Doyle Wealth Management's REZI Position: Q3 2019 in Review

Doyle Wealth Management sold out of Resideo Technologies (REZI) in Q3 2019, closing a stake of 3,063 shares — an estimated $67K sold.

Doyle Wealth Management first reported a position in REZI in Q4 2018 and held it in 2 quarters. The position peaked at $67K in Q2 2019. 459 funds tracked by Wall St. Rank hold REZI as of Q3 2019.

  • Doyle Wealth Management reported no remaining Resideo Technologies position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,063 Resideo Technologies shares in Q3 2019, an estimated $67K.
  • Doyle Wealth Management first reported a position in Resideo Technologies in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Resideo Technologies position peaked at $67K in Q2 2019.
  • 459 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.