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Evolution Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Evolution Wealth Advisors’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
-16
Closed – – 523
2021
Q3 		$0 Buy
+16
New +$465 ﹤0.01% 680

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Fuller & Thaler Asset Management
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ClearBridge Investments
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Evolution Wealth Advisors's REZI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Resideo Technologies (REZI) in Q4 2021, closing a stake of 16 shares.

Evolution Wealth Advisors first reported a position in REZI in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 392 funds tracked by Wall St. Rank hold REZI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Resideo Technologies position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 16 Resideo Technologies shares in Q4 2021.
  • Evolution Wealth Advisors first reported a position in Resideo Technologies in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Resideo Technologies position peaked at $0 in Q3 2021.
  • 392 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.