Patriot Financial Group Insurance Agency’s Resideo Technologies REZI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-133	Closed	-$3K	–	1604
2022 Q2	$3K	Sell	133 -24	-15%	-$542	﹤0.01%	1674
2022 Q1	$4K	Buy	157 +4	+3%	+$100	﹤0.01%	1711
2021 Q4	$4K	Hold	153	–	–	﹤0.01%	1802
2021 Q3	$4K	Buy	153 +19	+14%	+$553	﹤0.01%	1787
2021 Q2	$4K	Hold	134	–	–	﹤0.01%	1726
2021 Q1	$4K	Sell	134 -82	-38%	-$2.17K	﹤0.01%	1638
2020 Q4	$5K	Buy	216 +165	+324%	+$2.64K	﹤0.01%	1442
2020 Q3	$1K	Hold	51	–	–	﹤0.01%	1590
2020 Q2	$1K	Hold	51	–	–	﹤0.01%	1571
2020 Q1	$0	Hold	51	–	–	﹤0.01%	1705
2019 Q4	$1K	Sell	51 -339	-87%	-$3.86K	﹤0.01%	1247
2019 Q3	$6K	Sell	390 -11	-3%	-$184	﹤0.01%	903
2019 Q2	$9K	Hold	401	–	–	﹤0.01%	837
2019 Q1	$8K	Buy	+401	New	+$8.89K	﹤0.01%	756

Other funds holding REZI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PIMC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's REZI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Resideo Technologies (REZI) in Q3 2022, closing a stake of 133 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in REZI in Q1 2019 and held it in 14 quarters. The position peaked at $9K in Q2 2019. 346 funds tracked by Wall St. Rank hold REZI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Resideo Technologies position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 133 Resideo Technologies shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Resideo Technologies in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Resideo Technologies position peaked at $9K in Q2 2019.
346 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.