Optimum Investment Advisors’s Resideo Technologies REZI Stock Holding History

Optimum Investment 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
2021 Q3	–	Sell	-35	Closed	-$1K	–	910
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	893
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	900
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	862
2020 Q3	$0	Hold	35	–	–	﹤0.01%	919
2020 Q2	$0	Sell	35 -78	-69%	-$543	﹤0.01%	913
2020 Q1	$1K	Sell	113 -107	-49%	-$1.01K	﹤0.01%	849
2019 Q4	$3K	Hold	220	–	–	﹤0.01%	882
2019 Q3	$3K	Sell	220 -330	-60%	-$5.53K	﹤0.01%	923
2019 Q2	$12K	Sell	550 -41	-7%	-$866	﹤0.01%	755
2019 Q1	$11K	Sell	591 -40	-6%	-$886	﹤0.01%	795
2018 Q4	$13K	Buy	+631	New	+$13.5K	﹤0.01%	718

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

PIMC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Optimum Investment Advisors's REZI Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Resideo Technologies (REZI) in Q3 2021, closing a stake of 35 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in REZI in Q4 2018 and held it in 11 quarters. The position peaked at $13K in Q4 2018. 387 funds tracked by Wall St. Rank hold REZI as of Q3 2021.

Optimum Investment Advisors reported no remaining Resideo Technologies position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 35 Resideo Technologies shares in Q3 2021, an estimated $1K.
Optimum Investment Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 11 quarters.
Optimum Investment Advisors's Resideo Technologies position peaked at $13K in Q4 2018.
387 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.