SWP
REZI icon

ShoreHaven Wealth Partners’s Resideo Technologies REZI Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-111
Closed -$3K – 215
2021
Q1 		$3K Hold
111
– – ﹤0.01% 240
2020
Q4 		$2K Buy
+111
New +$1.78K ﹤0.01% 229

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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 $36.7B AUM 74.15% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ShoreHaven Wealth Partners's REZI Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Resideo Technologies (REZI) in Q2 2021, closing a stake of 111 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in REZI in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 393 funds tracked by Wall St. Rank hold REZI as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Resideo Technologies position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 111 Resideo Technologies shares in Q2 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in Resideo Technologies in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Resideo Technologies position peaked at $3K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.