Liberty Wealth Management’s Resideo Technologies REZI Stock Holding History

Liberty Wealth Management’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	-23	Closed	-$1K	–	880
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	1137
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	1027
2021 Q1	$0	Hold	23	–	–	﹤0.01%	1025
2020 Q4	$0	Hold	23	–	–	﹤0.01%	1051
2020 Q3	$0	Sell	23 -23	-50%	-$291	﹤0.01%	935
2020 Q2	$1K	Hold	46	–	–	﹤0.01%	809
2020 Q1	$0	Hold	46	–	–	﹤0.01%	969
2019 Q4	$1K	Sell	46 -5	-10%	-$57	﹤0.01%	857
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	823
2019 Q2	$1K	Buy	51 +23	+82%	+$486	﹤0.01%	855
2019 Q1	$0	Sell	28 -28	-50%	-$620	﹤0.01%	826
2018 Q4	$1K	Buy	+56	New	+$1.2K	﹤0.01%	723

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Liberty Wealth Management's REZI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Resideo Technologies (REZI) in Q4 2021, closing a stake of 23 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in REZI in Q4 2018 and held it in 12 quarters. The position peaked at $1K in Q3 2021. 392 funds tracked by Wall St. Rank hold REZI as of Q4 2021.

Liberty Wealth Management reported no remaining Resideo Technologies position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 23 Resideo Technologies shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in Resideo Technologies in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Resideo Technologies position peaked at $1K in Q3 2021.
392 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.