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Ironwood Financial’s Resideo Technologies REZI Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-543
Closed -$13K – 440
2021
Q3 		$13K Hold
543
– – ﹤0.01% 340
2021
Q2 		$16K Hold
543
– – ﹤0.01% 307
2021
Q1 		$15K Buy
543
+13
+2% +$344 ﹤0.01% 299
2020
Q4 		$11K Buy
530
+524
+8,733% +$8.38K ﹤0.01% 309
2020
Q3 		$0 Hold
6
– – ﹤0.01% 449
2020
Q2 		$0 Sell
6
-166
-97% -$1.16K ﹤0.01% 424
2020
Q1 		$1K Hold
172
– – ﹤0.01% 337
2019
Q4 		$2K Hold
172
– – ﹤0.01% 351
2019
Q3 		$2K Hold
172
– – ﹤0.01% 351
2019
Q2 		$4K Hold
172
– – ﹤0.01% 326
2019
Q1 		$3K Hold
172
– – ﹤0.01% 333
2018
Q4 		$4K Buy
+172
New +$3.67K ﹤0.01% 315

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ironwood Financial's REZI Position: Q4 2021 in Review

Ironwood Financial sold out of Resideo Technologies (REZI) in Q4 2021, closing a stake of 543 shares — an estimated $13K sold.

Ironwood Financial first reported a position in REZI in Q4 2018 and held it in 12 quarters. The position peaked at $16K in Q2 2021. 392 funds tracked by Wall St. Rank hold REZI as of Q4 2021.

  • Ironwood Financial reported no remaining Resideo Technologies position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 543 Resideo Technologies shares in Q4 2021, an estimated $13K.
  • Ironwood Financial first reported a position in Resideo Technologies in Q4 2018 and held it in 12 quarters.
  • Ironwood Financial's Resideo Technologies position peaked at $16K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.