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Wagner Wealth Management (South Carolina)’s Resideo Technologies REZI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-14
Closed – – 609
2022
Q3 		$0 Hold
14
– – ﹤0.01% 762
2022
Q2 		$0 Buy
+14
New +$316 ﹤0.01% 725
2022
Q1 		– Sell
-14
Closed – – 567
2021
Q4 		$0 Hold
14
– – ﹤0.01% 701
2021
Q3 		$0 Hold
14
– – ﹤0.01% 699
2021
Q2 		$0 Sell
14
-2
-13% -$59 ﹤0.01% 714
2021
Q1 		$0 Buy
+16
New +$423 ﹤0.01% 658

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AI
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s REZI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Resideo Technologies (REZI) in Q4 2022, closing a stake of 14 shares.

Wagner Wealth Management (South Carolina) first reported a position in REZI in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q3 2022. 364 funds tracked by Wall St. Rank hold REZI as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Resideo Technologies position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 14 Resideo Technologies shares in Q4 2022.
  • Wagner Wealth Management (South Carolina) first reported a position in Resideo Technologies in Q1 2021 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Resideo Technologies position peaked at $0 in Q3 2022.
  • 364 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.