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Walled Lake Planning & Wealth Management’s Resideo Technologies REZI Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q3 		– Sell
-106
Closed -$1K – 361
2020
Q2 		$1K Hold
106
– – ﹤0.01% 317
2020
Q1 		$1K Hold
106
– – ﹤0.01% 304
2019
Q4 		$1K Buy
+106
New +$1.21K ﹤0.01% 269

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Walled Lake Planning & Wealth Management's REZI Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of Resideo Technologies (REZI) in Q3 2020, closing a stake of 106 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in REZI in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 356 funds tracked by Wall St. Rank hold REZI as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Resideo Technologies position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 106 Resideo Technologies shares in Q3 2020, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Resideo Technologies in Q4 2019 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Resideo Technologies position peaked at $1K in Q2 2020.
  • 356 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.