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Wealthcare Advisory Partners’s Resideo Technologies REZI Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-33
Closed -$1K – 1566
2021
Q1 		$1K Buy
+33
New +$872 ﹤0.01% 2007
2020
Q2 		– Sell
-45
Closed – – 1119
2020
Q1 		$0 Sell
45
-56
-55% -$528 ﹤0.01% 1571
2019
Q4 		$1K Sell
101
-119
-54% -$1.35K ﹤0.01% 1339
2019
Q3 		$3K Sell
220
-1
-0.5% -$17 ﹤0.01% 1166
2019
Q2 		$5K Sell
221
-68
-24% -$1.44K ﹤0.01% 1071
2019
Q1 		$6K Sell
289
-152
-34% -$3.37K ﹤0.01% 931
2018
Q4 		$9K Buy
+441
New +$9.41K ﹤0.01% 817

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Goldman Sachs New York $871B AUM 31.28% 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

Wealthcare Advisory Partners's REZI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Resideo Technologies (REZI) in Q2 2021, closing a stake of 33 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in REZI in Q4 2018 and held it in 7 quarters. The position peaked at $9K in Q4 2018. 393 funds tracked by Wall St. Rank hold REZI as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Resideo Technologies position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 33 Resideo Technologies shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Resideo Technologies in Q4 2018 and held it in 7 quarters.
  • Wealthcare Advisory Partners's Resideo Technologies position peaked at $9K in Q4 2018.
  • 393 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.