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Triad Wealth Partners’s Resideo Technologies REZI Stock Holding History

Triad 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
2024
Q3 		– Sell
-42
Closed -$822 – 704
2024
Q2 		$822 Buy
+42
New +$869 ﹤0.01% 890

Other funds holding REZI

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Vanguard Group
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AI
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Triad Wealth Partners's REZI Position: Q3 2024 in Review

Triad Wealth Partners sold out of Resideo Technologies (REZI) in Q3 2024, closing a stake of 42 shares — an estimated $822 sold.

Triad Wealth Partners first reported a position in REZI in Q2 2024 and held it in 1 quarter. The position peaked at $822 in Q2 2024. 388 funds tracked by Wall St. Rank hold REZI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Resideo Technologies position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 42 Resideo Technologies shares in Q3 2024, an estimated $822.
  • Triad Wealth Partners first reported a position in Resideo Technologies in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Resideo Technologies position peaked at $822 in Q2 2024.
  • 388 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.