Plante Moran Financial Advisors’s Resideo Technologies REZI Stock Holding History

Plante Moran Financial 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
2023 Q1	–	Sell	-28	Closed	-$461	–	882
2022 Q4	$461	Buy	+28	New	+$508	﹤0.01%	795
2021 Q1	–	Sell	-40	Closed	-$1K	–	1100
2020 Q4	$1K	Sell	40 -50	-56%	-$800	﹤0.01%	848
2020 Q3	$1K	Sell	90 -165	-65%	-$2.09K	﹤0.01%	817
2020 Q2	$3K	Hold	255	–	–	﹤0.01%	634
2020 Q1	$1K	Sell	255 -16	-6%	-$151	﹤0.01%	704
2019 Q4	$3K	Sell	271 -190	-41%	-$2.16K	﹤0.01%	665
2019 Q3	$7K	Hold	461	–	–	﹤0.01%	651
2019 Q2	$10K	Sell	461 -107	-19%	-$2.26K	﹤0.01%	570
2019 Q1	$11K	Sell	568 -34	-6%	-$753	﹤0.01%	541
2018 Q4	$12K	Buy	+602	New	+$12.8K	﹤0.01%	483

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

PIMC

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's REZI Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Resideo Technologies (REZI) in Q1 2023, closing a stake of 28 shares — an estimated $461 sold.

Plante Moran Financial Advisors first reported a position in REZI in Q4 2018 and held it in 10 quarters. The position peaked at $12K in Q4 2018. 366 funds tracked by Wall St. Rank hold REZI as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Resideo Technologies position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 28 Resideo Technologies shares in Q1 2023, an estimated $461.
Plante Moran Financial Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 10 quarters.
Plante Moran Financial Advisors's Resideo Technologies position peaked at $12K in Q4 2018.
366 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.