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Householder Group Estate & Retirement Specialist’s Resideo Technologies REZI Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-180
Closed -$3K – 1047
2024
Q3 		$3K Sell
180
-38
-17% -$754 ﹤0.01% 1002
2024
Q2 		$4K Sell
218
-114
-34% -$2.36K ﹤0.01% 976
2024
Q1 		$7.45K Sell
332
-17
-5% -$336 ﹤0.01% 869
2023
Q4 		$6K Sell
349
-67
-16% -$1.1K ﹤0.01% 869
2023
Q3 		$6.57K Buy
+416
New +$7K ﹤0.01% 876
2023
Q1 		$9K Sell
498
-39
-7% -$705 ﹤0.01% 840
2022
Q4 		$8K Hold
537
– – 0.01% 252
2022
Q3 		$10K Buy
+537
New +$11.4K ﹤0.01% 732

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Householder Group Estate & Retirement Specialist's REZI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 180 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in REZI in Q3 2022 and held it in 8 quarters. The position peaked at $10K in Q3 2022. 399 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 180 Resideo Technologies shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Resideo Technologies in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Resideo Technologies position peaked at $10K in Q3 2022.
  • 399 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.