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Freedman Financial Associates’s Resideo Technologies REZI Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-548
Closed -$13K – 327
2022
Q1 		$13K Hold
548
– – 0.01% 332
2021
Q4 		$14K Hold
548
– – 0.01% 316
2021
Q3 		$14K Hold
548
– – 0.01% 322
2021
Q2 		$16K Hold
548
– – 0.01% 314
2021
Q1 		$15K Hold
548
– – 0.01% 325
2020
Q4 		$12K Buy
+548
New +$8.77K 0.01% 339

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State Street
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Freedman Financial Associates's REZI Position: Q2 2022 in Review

Freedman Financial Associates sold out of Resideo Technologies (REZI) in Q2 2022, closing a stake of 548 shares — an estimated $13K sold.

Freedman Financial Associates first reported a position in REZI in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q2 2021. 366 funds tracked by Wall St. Rank hold REZI as of Q2 2022.

  • Freedman Financial Associates reported no remaining Resideo Technologies position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 548 Resideo Technologies shares in Q2 2022, an estimated $13K.
  • Freedman Financial Associates first reported a position in Resideo Technologies in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Resideo Technologies position peaked at $16K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.