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SS&H Financial Advisors’s Resideo Technologies REZI Stock Holding History

SS&H 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
2022
Q4 		– Sell
-11,465
Closed -$219K – 115
2022
Q3 		$219K Hold
11,465
– – 0.11% 113
2022
Q2 		$223K Sell
11,465
-3,000
-21% -$67.7K 0.1% 118
2022
Q1 		$345K Buy
+14,465
New +$363K 0.13% 112

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SS&H Financial Advisors's REZI Position: Q4 2022 in Review

SS&H Financial Advisors sold out of Resideo Technologies (REZI) in Q4 2022, closing a stake of 11,465 shares — an estimated $219K sold.

SS&H Financial Advisors first reported a position in REZI in Q1 2022 and held it in 3 quarters. The position peaked at $345K in Q1 2022. 366 funds tracked by Wall St. Rank hold REZI as of Q4 2022.

  • SS&H Financial Advisors reported no remaining Resideo Technologies position as of Q4 2022 after selling out during the quarter.
  • SS&H Financial Advisors sold 11,465 Resideo Technologies shares in Q4 2022, an estimated $219K.
  • SS&H Financial Advisors first reported a position in Resideo Technologies in Q1 2022 and held it in 3 quarters.
  • SS&H Financial Advisors's Resideo Technologies position peaked at $345K in Q1 2022.
  • 366 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2022.

Based on SS&H Financial Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.