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Freestone Capital Holdings’s Resideo Technologies REZI Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-859
Closed -$18.3K – 952
2020
Q4 		$18.3K Hold
859
– – ﹤0.01% 748
2020
Q3 		$9.45K Buy
+859
New +$10.9K ﹤0.01% 755

Other funds holding REZI

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Vanguard Group
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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Freestone Capital Holdings's REZI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Resideo Technologies (REZI) in Q1 2021, closing a stake of 859 shares — an estimated $18.3K sold.

Freestone Capital Holdings first reported a position in REZI in Q3 2020 and held it in 2 quarters. The position peaked at $18.3K in Q4 2020. 395 funds tracked by Wall St. Rank hold REZI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Resideo Technologies position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 859 Resideo Technologies shares in Q1 2021, an estimated $18.3K.
  • Freestone Capital Holdings first reported a position in Resideo Technologies in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Resideo Technologies position peaked at $18.3K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.