Valeo Financial Advisors’s Resideo Technologies REZI Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-807	Closed	-$23K	–	1517
2021 Q1	$23K	Hold	807	–	–	﹤0.01%	1132
2020 Q4	$17K	Hold	807	–	–	﹤0.01%	1069
2020 Q3	$9K	Hold	807	–	–	﹤0.01%	1112
2020 Q2	$9K	Hold	807	–	–	﹤0.01%	1328
2020 Q1	$4K	Sell	807 -11	-1%	-$104	﹤0.01%	1369
2019 Q4	$10K	Sell	818 -9	-1%	-$102	﹤0.01%	1114
2019 Q3	$12K	Sell	827 -7	-0.8%	-$117	﹤0.01%	982
2019 Q2	$18K	Sell	834 -169	-17%	-$3.57K	﹤0.01%	883
2019 Q1	$19K	Buy	+1,003	New	+$22.2K	﹤0.01%	806

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Valeo Financial Advisors's REZI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Resideo Technologies (REZI) in Q2 2021, closing a stake of 807 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in REZI in Q1 2019 and held it in 9 quarters. The position peaked at $23K in Q1 2021. 393 funds tracked by Wall St. Rank hold REZI as of Q2 2021.

Valeo Financial Advisors reported no remaining Resideo Technologies position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 807 Resideo Technologies shares in Q2 2021, an estimated $23K.
Valeo Financial Advisors first reported a position in Resideo Technologies in Q1 2019 and held it in 9 quarters.
Valeo Financial Advisors's Resideo Technologies position peaked at $23K in Q1 2021.
393 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.