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Personal Wealth Partners’s Resideo Technologies REZI Stock Holding History

Personal Wealth Partners’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
-2
Closed – – 328
2021
Q2 		$0 Buy
+2
New +$59 ﹤0.01% 433
2020
Q1 		– Sell
-719
Closed -$9K – 486
2019
Q4 		$9K Buy
719
+2
+0.3% +$23 ﹤0.01% 243
2019
Q3 		$10K Hold
717
– – ﹤0.01% 237
2019
Q2 		$16K Buy
+717
New +$15.2K 0.01% 191

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PIMC
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State Street
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Personal Wealth Partners's REZI Position: Q3 2021 in Review

Personal Wealth Partners sold out of Resideo Technologies (REZI) in Q3 2021, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in REZI in Q2 2019 and held it in 4 quarters. The position peaked at $16K in Q2 2019. 387 funds tracked by Wall St. Rank hold REZI as of Q3 2021.

  • Personal Wealth Partners reported no remaining Resideo Technologies position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 2 Resideo Technologies shares in Q3 2021.
  • Personal Wealth Partners first reported a position in Resideo Technologies in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Resideo Technologies position peaked at $16K in Q2 2019.
  • 387 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.