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Global Wealth Management Investment Advisory’s Resideo Technologies REZI Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-3
Closed – – 704
2019
Q3 		$0 Hold
3
– – ﹤0.01% 707
2019
Q2 		$0 Hold
3
– – ﹤0.01% 768
2019
Q1 		$0 Sell
3
-31
-91% -$687 ﹤0.01% 746
2018
Q4 		$1K Buy
+34
New +$726 ﹤0.01% 664

Other funds holding REZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Global Wealth Management Investment Advisory's REZI Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Resideo Technologies (REZI) in Q4 2019, closing a stake of 3 shares.

Global Wealth Management Investment Advisory first reported a position in REZI in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 455 funds tracked by Wall St. Rank hold REZI as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Resideo Technologies position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 3 Resideo Technologies shares in Q4 2019.
  • Global Wealth Management Investment Advisory first reported a position in Resideo Technologies in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Resideo Technologies position peaked at $1K in Q4 2018.
  • 455 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.