HHM Wealth Advisors’s Resideo Technologies REZI Stock Holding History

HHM 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
2023 Q4	–	Sell	-28	Closed	-$443	–	807
2023 Q3	$443	Buy	+28	New	+$471	﹤0.01%	756
2022 Q4	–	Sell	-18	Closed	–	–	732
2022 Q3	$0	Hold	18	–	–	﹤0.01%	777
2022 Q2	$0	Hold	18	–	–	﹤0.01%	833
2022 Q1	$0	Hold	18	–	–	﹤0.01%	742
2021 Q4	$0	Hold	18	–	–	﹤0.01%	699
2021 Q3	$0	Hold	18	–	–	﹤0.01%	653
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	600
2021 Q1	$1K	Sell	18 -1	-5%	-$26	﹤0.01%	568
2020 Q4	$0	Hold	19	–	–	﹤0.01%	562
2020 Q3	$0	Buy	19 +1	+6%	+$13	﹤0.01%	535
2020 Q2	$0	Hold	18	–	–	﹤0.01%	524
2020 Q1	$0	Buy	+18	New	+$170	﹤0.01%	468

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's REZI Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Resideo Technologies (REZI) in Q4 2023, closing a stake of 28 shares — an estimated $443 sold.

HHM Wealth Advisors first reported a position in REZI in Q1 2020 and held it in 12 quarters. The position peaked at $1K in Q2 2021. 371 funds tracked by Wall St. Rank hold REZI as of Q4 2023.

HHM Wealth Advisors reported no remaining Resideo Technologies position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 28 Resideo Technologies shares in Q4 2023, an estimated $443.
HHM Wealth Advisors first reported a position in Resideo Technologies in Q1 2020 and held it in 12 quarters.
HHM Wealth Advisors's Resideo Technologies position peaked at $1K in Q2 2021.
371 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.