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Selective Wealth Management’s Resideo Technologies REZI Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-60
Closed -$1K – 591
2022
Q3 		$1K Buy
60
+2
+3% +$42 ﹤0.01% 738
2022
Q2 		$1K Buy
+58
New +$1.31K ﹤0.01% 732
2021
Q2 		– Sell
-62
Closed -$2K – 542
2021
Q1 		$2K Buy
+62
New +$1.64K ﹤0.01% 363

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Selective Wealth Management's REZI Position: Q4 2022 in Review

Selective Wealth Management sold out of Resideo Technologies (REZI) in Q4 2022, closing a stake of 60 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in REZI in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 366 funds tracked by Wall St. Rank hold REZI as of Q4 2022.

  • Selective Wealth Management reported no remaining Resideo Technologies position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 60 Resideo Technologies shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Resideo Technologies in Q1 2021 and held it in 3 quarters.
  • Selective Wealth Management's Resideo Technologies position peaked at $2K in Q1 2021.
  • 366 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.