IMA Advisory Services’s Resideo Technologies REZI Stock Holding History

IMA Advisory Services’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 Q2	–	Sell	-23	Closed	–	–	254
2020 Q1	$0	Sell	23 -1,327	-98%	-$12.5K	﹤0.01%	284
2019 Q4	$16K	Hold	1,350	–	–	0.01%	194
2019 Q3	$19K	Buy	1,350 +914	+210%	+$15.3K	0.01%	189
2019 Q2	$10K	Buy	436 +355	+438%	+$7.5K	﹤0.01%	200
2019 Q1	$2K	Sell	81 -446	-85%	-$9.88K	﹤0.01%	269
2018 Q4	$11K	Buy	+527	New	+$11.2K	0.01%	217

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

FCM

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

IMA Advisory Services's REZI Position: Q2 2020 in Review

IMA Advisory Services sold out of Resideo Technologies (REZI) in Q2 2020, closing a stake of 23 shares.

IMA Advisory Services first reported a position in REZI in Q4 2018 and held it in 6 quarters. The position peaked at $19K in Q3 2019. 369 funds tracked by Wall St. Rank hold REZI as of Q2 2020.

IMA Advisory Services reported no remaining Resideo Technologies position as of Q2 2020 after selling out during the quarter.
IMA Advisory Services sold 23 Resideo Technologies shares in Q2 2020.
IMA Advisory Services first reported a position in Resideo Technologies in Q4 2018 and held it in 6 quarters.
IMA Advisory Services's Resideo Technologies position peaked at $19K in Q3 2019.
369 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2020.

Based on IMA Advisory Services's 13F filing for Q2 2020, filed 13 Aug 2020.