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Sequoia Financial Advisors’s Resideo Technologies REZI Stock Holding History

Sequoia 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
2024
Q1 		– Sell
-21,339
Closed -$402K – 1265
2023
Q4 		$402K Buy
+21,339
New +$349K 0.01% 814

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sequoia Financial Advisors's REZI Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Resideo Technologies (REZI) in Q1 2024, closing a stake of 21,339 shares — an estimated $402K sold.

Sequoia Financial Advisors first reported a position in REZI in Q4 2023 and held it in 1 quarter. The position peaked at $402K in Q4 2023. 380 funds tracked by Wall St. Rank hold REZI as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining Resideo Technologies position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 21,339 Resideo Technologies shares in Q1 2024, an estimated $402K.
  • Sequoia Financial Advisors first reported a position in Resideo Technologies in Q4 2023 and held it in 1 quarter.
  • Sequoia Financial Advisors's Resideo Technologies position peaked at $402K in Q4 2023.
  • 380 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.