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Fiduciary Planning’s Resideo Technologies REZI Stock Holding History

Fiduciary 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
2021
Q2 		– Sell
-226
Closed -$6K – 218
2021
Q1 		$6K Hold
226
– – 0.01% 191
2020
Q4 		$5K Buy
226
+224
+11,200% +$3.58K 0.01% 178
2020
Q3 		$0 Buy
+2
New +$25 ﹤0.01% 206

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Fiduciary Planning's REZI Position: Q2 2021 in Review

Fiduciary Planning sold out of Resideo Technologies (REZI) in Q2 2021, closing a stake of 226 shares — an estimated $6K sold.

Fiduciary Planning first reported a position in REZI in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 393 funds tracked by Wall St. Rank hold REZI as of Q2 2021.

  • Fiduciary Planning reported no remaining Resideo Technologies position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 226 Resideo Technologies shares in Q2 2021, an estimated $6K.
  • Fiduciary Planning first reported a position in Resideo Technologies in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Resideo Technologies position peaked at $6K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.