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Pacific Capital Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-215
Closed -$4.96K – 307
2024
Q4 		$4.96K Hold
215
– – ﹤0.01% 316
2024
Q3 		$4.33K Hold
215
– – ﹤0.01% 353
2024
Q2 		$4.21K Hold
215
– – ﹤0.01% 399
2024
Q1 		$4.82K Hold
215
– – ﹤0.01% 318
2023
Q4 		$4.05K Buy
+215
New +$3.52K ﹤0.01% 258
2020
Q4 		– Sell
-277
Closed -$3K – 163
2020
Q3 		$3K Buy
+277
New +$3.51K ﹤0.01% 196

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's REZI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Resideo Technologies (REZI) in Q1 2025, closing a stake of 215 shares — an estimated $4.96K sold.

Pacific Capital Wealth Advisors first reported a position in REZI in Q3 2020 and held it in 6 quarters. The position peaked at $4.96K in Q4 2024. 397 funds tracked by Wall St. Rank hold REZI as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Resideo Technologies position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 215 Resideo Technologies shares in Q1 2025, an estimated $4.96K.
  • Pacific Capital Wealth Advisors first reported a position in Resideo Technologies in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Resideo Technologies position peaked at $4.96K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.