SOA Wealth Advisors’s Resideo Technologies REZI Stock Holding History

SOA 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
2024 Q4	–	Sell	-16	Closed	-$322	–	898
2024 Q3	$322	Hold	16	–	–	﹤0.01%	771
2024 Q2	$313	Hold	16	–	–	﹤0.01%	785
2024 Q1	$359	Hold	16	–	–	﹤0.01%	824
2023 Q4	$301	Hold	16	–	–	﹤0.01%	828
2023 Q3	$253	Hold	16	–	–	﹤0.01%	862
2023 Q2	$283	Sell	16 -28	-64%	-$483	﹤0.01%	859
2023 Q1	$804	Hold	44	–	–	﹤0.01%	810
2022 Q4	$724	Sell	44 -18	-29%	-$326	﹤0.01%	823
2022 Q3	$1K	Hold	62	–	–	﹤0.01%	796
2022 Q2	$1K	Hold	62	–	–	﹤0.01%	780
2022 Q1	$1K	Hold	62	–	–	﹤0.01%	869
2021 Q4	$1K	Sell	62 -5	-7%	-$130	﹤0.01%	844
2021 Q3	$1K	Hold	67	–	–	﹤0.01%	864
2021 Q2	$2K	Hold	67	–	–	﹤0.01%	781
2021 Q1	$1K	Sell	67 -11	-14%	-$291	﹤0.01%	785
2020 Q4	$2K	Buy	+78	New	+$1.25K	﹤0.01%	699

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOA Wealth Advisors's REZI Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 16 shares — an estimated $322 sold.

SOA Wealth Advisors first reported a position in REZI in Q4 2020 and held it in 16 quarters. The position peaked at $2K in Q2 2021. 399 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

SOA Wealth Advisors reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 16 Resideo Technologies shares in Q4 2024, an estimated $322.
SOA Wealth Advisors first reported a position in Resideo Technologies in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's Resideo Technologies position peaked at $2K in Q2 2021.
399 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.