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Palumbo Wealth Management’s Resideo Technologies REZI Stock Holding History

Palumbo 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
2025
Q4 		– Sell
-5,546
Closed -$239K – 230
2025
Q3 		$239K Buy
+5,546
New +$173K 0.08% 159
2021
Q3 		– Sell
-10,063
Closed -$302K – 103
2021
Q2 		$302K Hold
10,063
– – 0.2% 83
2021
Q1 		$284K Hold
10,063
– – 0.21% 82
2020
Q4 		$214K Buy
+10,063
New +$161K 0.17% 83

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CDR
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return