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Northwest Financial Advisors’s Resideo Technologies REZI Stock Holding History

Northwest Financial Advisors’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
-45
Closed -$907 – 433
2024
Q3 		$907 Buy
+45
New +$893 ﹤0.01% 519
2024
Q1 		– Sell
-45
Closed -$847 – 413
2023
Q4 		$847 Buy
+45
New +$737 ﹤0.01% 521

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
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 $2.9T AUM 29.55% 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

Northwest Financial Advisors's REZI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 45 shares — an estimated $907 sold.

Northwest Financial Advisors first reported a position in REZI in Q4 2023 and held it in 2 quarters. The position peaked at $907 in Q3 2024. 399 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 45 Resideo Technologies shares in Q4 2024, an estimated $907.
  • Northwest Financial Advisors first reported a position in Resideo Technologies in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Resideo Technologies position peaked at $907 in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.