RFS
REZI icon

Richardson Financial Services’s Resideo Technologies REZI Stock Holding History

Richardson Financial Services’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
2024
Q4 		– Sell
-1
Closed -$20 – 647
2024
Q3 		$20 Hold
1
– – ﹤0.01% 598
2024
Q2 		$20 Hold
1
– – ﹤0.01% 586
2024
Q1 		$22 Hold
1
– – ﹤0.01% 619
2023
Q4 		$19 Buy
+1
New +$16 ﹤0.01% 377

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richardson Financial Services's REZI Position: Q4 2024 in Review

Richardson Financial Services sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 1 share — an estimated $20 sold.

Richardson Financial Services first reported a position in REZI in Q4 2023 and held it in 4 quarters. The position peaked at $22 in Q1 2024. 399 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

  • Richardson Financial Services reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 1 Resideo Technologies share in Q4 2024, an estimated $20.
  • Richardson Financial Services first reported a position in Resideo Technologies in Q4 2023 and held it in 4 quarters.
  • Richardson Financial Services's Resideo Technologies position peaked at $22 in Q1 2024.
  • 399 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.