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Heritage Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Heritage Wealth Advisors’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
-156
Closed -$2K – 722
2019
Q3 		$2K Hold
156
– – ﹤0.01% 422
2019
Q2 		$3.42K Sell
156
-355
-69% -$7.5K ﹤0.01% 426
2019
Q1 		$9.86K Sell
511
-19
-4% -$421 ﹤0.01% 362
2018
Q4 		$10K Buy
+530
New +$11.3K ﹤0.01% 310

Other funds holding REZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $29.7B AUM 43.33% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Heritage Wealth Advisors's REZI Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of Resideo Technologies (REZI) in Q4 2019, closing a stake of 156 shares — an estimated $2K sold.

Heritage Wealth Advisors first reported a position in REZI in Q4 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 455 funds tracked by Wall St. Rank hold REZI as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining Resideo Technologies position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 156 Resideo Technologies shares in Q4 2019, an estimated $2K.
  • Heritage Wealth Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 4 quarters.
  • Heritage Wealth Advisors's Resideo Technologies position peaked at $10K in Q4 2018.
  • 455 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.