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SYSTM Wealth Solutions’s Resideo Technologies REZI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-13,309
Closed -$298K – 906
2024
Q1 		$298K Buy
13,309
+649
+5% +$12.8K 0.04% 348
2023
Q4 		$238K Sell
12,660
-164
-1% -$2.68K 0.03% 360
2023
Q3 		$203K Sell
12,824
-765
-6% -$12.9K 0.03% 437
2023
Q2 		$240K Sell
13,589
-40
-0.3% -$690 0.03% 421
2023
Q1 		$249K Buy
13,629
+682
+5% +$12.3K 0.04% 411
2022
Q4 		$213K Buy
+12,947
New +$235K 0.03% 488

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

SYSTM Wealth Solutions's REZI Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Resideo Technologies (REZI) in Q2 2024, closing a stake of 13,309 shares — an estimated $298K sold.

SYSTM Wealth Solutions first reported a position in REZI in Q4 2022 and held it in 6 quarters. The position peaked at $298K in Q1 2024. 401 funds tracked by Wall St. Rank hold REZI as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Resideo Technologies position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,309 Resideo Technologies shares in Q2 2024, an estimated $298K.
  • SYSTM Wealth Solutions first reported a position in Resideo Technologies in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Resideo Technologies position peaked at $298K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.