GI
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Gradient Investments’s Resideo Technologies REZI Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-5
Closed -$112 – 1459
2024
Q1 		$112 Sell
5
-58
-92% -$1.15K ﹤0.01% 1128
2023
Q4 		$1.19K Hold
63
– – ﹤0.01% 1370
2023
Q3 		$995 Hold
63
– – ﹤0.01% 1377
2023
Q2 		$1.11K Hold
63
– – ﹤0.01% 1323
2023
Q1 		$1.15K Buy
63
+50
+385% +$904 ﹤0.01% 1186
2022
Q4 		$214 Hold
13
– – ﹤0.01% 1378
2022
Q3 		$0 Hold
13
– – ﹤0.01% 1505
2022
Q2 		$0 Hold
13
– – ﹤0.01% 1351
2022
Q1 		$0 Hold
13
– – ﹤0.01% 1315
2021
Q4 		$0 Hold
13
– – ﹤0.01% 1309
2021
Q3 		$0 Sell
13
-2
-13% -$58 ﹤0.01% 1233
2021
Q2 		$0 Buy
15
+13
+650% +$385 ﹤0.01% 1241
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1261
2020
Q4 		$0 Sell
2
-5
-71% -$80 ﹤0.01% 1166
2020
Q3 		$0 Hold
7
– – ﹤0.01% 1206
2020
Q2 		$0 Hold
7
– – ﹤0.01% 1169
2020
Q1 		$0 Sell
7
-3
-30% -$28 ﹤0.01% 1211
2019
Q4 		$0 Sell
10
-3
-23% -$34 ﹤0.01% 1202
2019
Q3 		$0 Sell
13
-3
-19% -$50 ﹤0.01% 1204
2019
Q2 		$0 Buy
16
+4
+33% +$85 ﹤0.01% 1065
2019
Q1 		$0 Sell
12
-17
-59% -$377 ﹤0.01% 980
2018
Q4 		$1K Buy
+29
New +$619 ﹤0.01% 891

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's REZI Position: Q2 2024 in Review

Gradient Investments sold out of Resideo Technologies (REZI) in Q2 2024, closing a stake of 5 shares — an estimated $112 sold.

Gradient Investments first reported a position in REZI in Q4 2018 and held it in 22 quarters. The position peaked at $1.19K in Q4 2023. 401 funds tracked by Wall St. Rank hold REZI as of Q2 2024.

  • Gradient Investments reported no remaining Resideo Technologies position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 5 Resideo Technologies shares in Q2 2024, an estimated $112.
  • Gradient Investments first reported a position in Resideo Technologies in Q4 2018 and held it in 22 quarters.
  • Gradient Investments's Resideo Technologies position peaked at $1.19K in Q4 2023.
  • 401 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.