SWA
REZI icon

Sutton Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Sutton 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
2023
Q3 		– Sell
-2
Closed -$35 – 883
2023
Q2 		$35 Hold
2
– – ﹤0.01% 853
2023
Q1 		$37 Sell
2
-3,226
-100% -$58.3K ﹤0.01% 802
2022
Q4 		$53.1K Sell
3,228
-3
-0.1% -$54 0.02% 372
2022
Q3 		$61.6K Buy
3,231
+1
+0% +$21 0.03% 333
2022
Q2 		$62.7K Sell
3,230
-33
-1% -$745 0.02% 323
2022
Q1 		$77.8K Buy
3,263
+8
+0.2% +$201 0.03% 298
2021
Q4 		$84.7K Buy
3,255
+18
+0.6% +$466 0.03% 293
2021
Q3 		$80.2K Hold
3,237
– – 0.03% 282
2021
Q2 		$97.1K Hold
3,237
– – 0.04% 252
2021
Q1 		$91.4K Hold
3,237
– – 0.04% 254
2020
Q4 		$68.8K Hold
3,237
– – 0.03% 283
2020
Q3 		$35.6K Hold
3,237
– – 0.02% 381
2020
Q2 		$37.9K Buy
3,237
+3,141
+3,272% +$21.9K 0.02% 365
2020
Q1 		$465 Sell
96
-6
-6% -$57 ﹤0.01% 1146
2019
Q4 		$1.22K Sell
102
-105
-51% -$1.2K ﹤0.01% 1102
2019
Q3 		$2.97K Sell
207
-7
-3% -$117 ﹤0.01% 1017
2019
Q2 		$4.69K Sell
214
-28
-12% -$592 ﹤0.01% 947
2019
Q1 		$4.67K Buy
242
+16
+7% +$355 ﹤0.01% 951
2018
Q4 		$4.64K Buy
+226
New +$4.82K ﹤0.01% 898

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Sutton Wealth Advisors's REZI Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Resideo Technologies (REZI) in Q3 2023, closing a stake of 2 shares — an estimated $35 sold.

Sutton Wealth Advisors first reported a position in REZI in Q4 2018 and held it in 19 quarters. The position peaked at $97.1K in Q2 2021. 340 funds tracked by Wall St. Rank hold REZI as of Q3 2023.

  • Sutton Wealth Advisors reported no remaining Resideo Technologies position as of Q3 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2 Resideo Technologies shares in Q3 2023, an estimated $35.
  • Sutton Wealth Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 19 quarters.
  • Sutton Wealth Advisors's Resideo Technologies position peaked at $97.1K in Q2 2021.
  • 340 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.