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TCI Wealth Advisors’s Resideo Technologies REZI Stock Holding History

TCI 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
Q2 		– Sell
-2,973
Closed -$54.3K – 1778
2023
Q1 		$54.3K Sell
2,973
-7
-0.2% -$127 0.01% 411
2022
Q4 		$49K Buy
2,980
+267
+10% +$4.84K 0.01% 419
2022
Q3 		$52K Buy
2,713
+9
+0.3% +$191 0.01% 359
2022
Q2 		$53K Sell
2,704
-602
-18% -$13.6K 0.01% 357
2022
Q1 		$79K Buy
3,306
+42
+1% +$1.05K 0.01% 305
2021
Q4 		$85K Buy
3,264
+50
+2% +$1.3K 0.01% 295
2021
Q3 		$80K Buy
3,214
+120
+4% +$3.49K 0.01% 327
2021
Q2 		$93K Buy
3,094
+150
+5% +$4.44K 0.02% 293
2021
Q1 		$83K Buy
2,944
+210
+8% +$5.55K 0.04% 271
2020
Q4 		$58K Sell
2,734
-718
-21% -$11.5K 0.03% 311
2020
Q3 		$38K Buy
3,452
+130
+4% +$1.65K 0.02% 355
2020
Q2 		$39K Sell
3,322
-56
-2% -$390 0.02% 348
2020
Q1 		$16K Sell
3,378
-100
-3% -$944 0.01% 487
2019
Q4 		$41K Sell
3,478
-70
-2% -$797 0.02% 422
2019
Q3 		$51K Sell
3,548
-202
-5% -$3.39K 0.02% 327
2019
Q2 		$82K Sell
3,750
-17
-0.5% -$359 0.04% 243
2019
Q1 		$73K Sell
3,767
-76
-2% -$1.68K 0.03% 282
2018
Q4 		$79K Buy
+3,843
New +$82K 0.04% 254

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

TCI Wealth Advisors's REZI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Resideo Technologies (REZI) in Q2 2023, closing a stake of 2,973 shares — an estimated $54.3K sold.

TCI Wealth Advisors first reported a position in REZI in Q4 2018 and held it in 18 quarters. The position peaked at $93K in Q2 2021. 359 funds tracked by Wall St. Rank hold REZI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Resideo Technologies position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,973 Resideo Technologies shares in Q2 2023, an estimated $54.3K.
  • TCI Wealth Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Resideo Technologies position peaked at $93K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.