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Regent Peak Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-57
Closed -$1K – 792
2020
Q4 		$1K Buy
+57
New +$912 ﹤0.01% 979

Other funds holding REZI

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PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regent Peak Wealth Advisors's REZI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Resideo Technologies (REZI) in Q1 2021, closing a stake of 57 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in REZI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 395 funds tracked by Wall St. Rank hold REZI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Resideo Technologies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 57 Resideo Technologies shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Resideo Technologies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Resideo Technologies position peaked at $1K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.