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Sowell Financial Services’s Resideo Technologies REZI Stock Holding History

Sowell Financial Services’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
-306
Closed -$9K – 2231
2021
Q1 		$9K Hold
306
– – ﹤0.01% 2366
2020
Q4 		$7K Hold
306
– – ﹤0.01% 2175
2020
Q3 		$3K Sell
306
-8
-3% -$101 ﹤0.01% 2153
2020
Q2 		$4K Sell
314
-2
-0.6% -$14 ﹤0.01% 1988
2020
Q1 		$2K Sell
316
-16
-5% -$151 ﹤0.01% 2109
2019
Q4 		$4K Sell
332
-61
-16% -$694 ﹤0.01% 2003
2019
Q3 		$6K Buy
+393
New +$6.59K ﹤0.01% 1710

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

Sowell Financial Services's REZI Position: Q2 2021 in Review

Sowell Financial Services sold out of Resideo Technologies (REZI) in Q2 2021, closing a stake of 306 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in REZI in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q1 2021. 393 funds tracked by Wall St. Rank hold REZI as of Q2 2021.

  • Sowell Financial Services reported no remaining Resideo Technologies position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 306 Resideo Technologies shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in Resideo Technologies in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Resideo Technologies position peaked at $9K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.