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Sonora Investment Management’s Resideo Technologies REZI Stock Holding History

Sonora Investment 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
2021
Q2 		– Sell
-20
Closed -$1K – 1051
2021
Q1 		$1K Hold
20
– – ﹤0.01% 1706
2020
Q4 		$0 Hold
20
– – ﹤0.01% 1758
2020
Q3 		$0 Hold
20
– – ﹤0.01% 1860
2020
Q2 		$0 Hold
20
– – ﹤0.01% 1853
2020
Q1 		$0 Buy
+20
New +$189 ﹤0.01% 1723
2019
Q2 		– Sell
-353
Closed -$7K – 1724
2019
Q1 		$7K Hold
353
– – ﹤0.01% 1168
2018
Q4 		$7K Buy
+353
New +$7.53K ﹤0.01% 959

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 $3.37T AUM 44.26% 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

Sonora Investment Management's REZI Position: Q2 2021 in Review

Sonora Investment Management sold out of Resideo Technologies (REZI) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in REZI in Q4 2018 and held it in 7 quarters. The position peaked at $7K in Q1 2019. 393 funds tracked by Wall St. Rank hold REZI as of Q2 2021.

  • Sonora Investment Management reported no remaining Resideo Technologies position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 20 Resideo Technologies shares in Q2 2021, an estimated $1K.
  • Sonora Investment Management first reported a position in Resideo Technologies in Q4 2018 and held it in 7 quarters.
  • Sonora Investment Management's Resideo Technologies position peaked at $7K in Q1 2019.
  • 393 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.