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Evoke Wealth’s Resideo Technologies REZI Stock Holding History

Evoke Wealth’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
2020
Q2 		– Sell
-25
Closed -$121 – 1167
2020
Q1 		$121 Hold
25
– – ﹤0.01% 1099
2019
Q4 		$298 Sell
25
-45
-64% -$512 ﹤0.01% 1219
2019
Q3 		$1K Buy
+70
New +$1.17K ﹤0.01% 1309

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
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Evoke Wealth's REZI Position: Q2 2020 in Review

Evoke Wealth sold out of Resideo Technologies (REZI) in Q2 2020, closing a stake of 25 shares — an estimated $121 sold.

Evoke Wealth first reported a position in REZI in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 369 funds tracked by Wall St. Rank hold REZI as of Q2 2020.

  • Evoke Wealth reported no remaining Resideo Technologies position as of Q2 2020 after selling out during the quarter.
  • Evoke Wealth sold 25 Resideo Technologies shares in Q2 2020, an estimated $121.
  • Evoke Wealth first reported a position in Resideo Technologies in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's Resideo Technologies position peaked at $1K in Q3 2019.
  • 369 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.