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Strategic Wealth Partners’s Resideo Technologies REZI Stock Holding History

Strategic 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
2019
Q4 		– Sell
-98
Closed -$458 – 416
2019
Q3 		$458 Sell
98
-576
-85% -$9.66K ﹤0.01% 227
2019
Q2 		$14K Sell
674
-144
-18% -$3.04K 0.01% 449
2019
Q1 		$16K Sell
818
-62
-7% -$1.37K 0.01% 404
2018
Q4 		$19K Buy
+880
New +$18.8K 0.01% 359

Other funds holding REZI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Strategic Wealth Partners's REZI Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Resideo Technologies (REZI) in Q4 2019, closing a stake of 98 shares — an estimated $458 sold.

Strategic Wealth Partners first reported a position in REZI in Q4 2018 and held it in 4 quarters. The position peaked at $19K in Q4 2018. 455 funds tracked by Wall St. Rank hold REZI as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Resideo Technologies position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 98 Resideo Technologies shares in Q4 2019, an estimated $458.
  • Strategic Wealth Partners first reported a position in Resideo Technologies in Q4 2018 and held it in 4 quarters.
  • Strategic Wealth Partners's Resideo Technologies position peaked at $19K in Q4 2018.
  • 455 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.