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WealthPLAN Partners’s Resideo Technologies REZI Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-27
Closed -$477 – 958
2023
Q2 		$477 Hold
27
– – ﹤0.01% 1183
2023
Q1 		$494 Buy
+27
New +$488 ﹤0.01% 1250

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

WealthPLAN Partners's REZI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Resideo Technologies (REZI) in Q3 2023, closing a stake of 27 shares — an estimated $477 sold.

WealthPLAN Partners first reported a position in REZI in Q1 2023 and held it in 2 quarters. The position peaked at $494 in Q1 2023. 340 funds tracked by Wall St. Rank hold REZI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Resideo Technologies position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 27 Resideo Technologies shares in Q3 2023, an estimated $477.
  • WealthPLAN Partners first reported a position in Resideo Technologies in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Resideo Technologies position peaked at $494 in Q1 2023.
  • 340 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.