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Harvest Group Wealth Management’s Resideo Technologies REZI Stock Holding History

Harvest Group Wealth Management’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
2020
Q3 		– Sell
-30
Closed – – 784
2020
Q2 		$0 Hold
30
– – ﹤0.01% 783
2020
Q1 		$0 Hold
30
– – ﹤0.01% 905
2019
Q4 		$0 Hold
30
– – ﹤0.01% 1025
2019
Q3 		$0 Sell
30
-103
-77% -$1.73K ﹤0.01% 1109
2019
Q2 		$2K Buy
133
+103
+343% +$2.18K ﹤0.01% 592
2019
Q1 		$1K Buy
+30
New +$665 ﹤0.01% 827

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
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Harvest Group Wealth Management's REZI Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Resideo Technologies (REZI) in Q3 2020, closing a stake of 30 shares.

Harvest Group Wealth Management first reported a position in REZI in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 356 funds tracked by Wall St. Rank hold REZI as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Resideo Technologies position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 30 Resideo Technologies shares in Q3 2020.
  • Harvest Group Wealth Management first reported a position in Resideo Technologies in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Resideo Technologies position peaked at $2K in Q2 2019.
  • 356 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.