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High Net Worth Advisory Group’s Resideo Technologies REZI Stock Holding History

High Net Worth Advisory Group’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
2022
Q3 		– Sell
-50
Closed -$1K – 714
2022
Q2 		$1K Hold
50
– – ﹤0.01% 657
2022
Q1 		$1K Buy
+50
New +$1.25K ﹤0.01% 668

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

High Net Worth Advisory Group's REZI Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of Resideo Technologies (REZI) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

High Net Worth Advisory Group first reported a position in REZI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 345 funds tracked by Wall St. Rank hold REZI as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining Resideo Technologies position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 50 Resideo Technologies shares in Q3 2022, an estimated $1K.
  • High Net Worth Advisory Group first reported a position in Resideo Technologies in Q1 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's Resideo Technologies position peaked at $1K in Q2 2022.
  • 345 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.