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West Financial Advisors’s Resideo Technologies REZI Stock Holding History

West 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
2023
Q4 		– Sell
-5
Closed -$79 – 197
2023
Q3 		$79 Hold
5
– – ﹤0.01% 207
2023
Q2 		$89 Buy
+5
New +$86 ﹤0.01% 186

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's REZI Position: Q4 2023 in Review

West Financial Advisors sold out of Resideo Technologies (REZI) in Q4 2023, closing a stake of 5 shares — an estimated $79 sold.

West Financial Advisors first reported a position in REZI in Q2 2023 and held it in 2 quarters. The position peaked at $89 in Q2 2023. 371 funds tracked by Wall St. Rank hold REZI as of Q4 2023.

  • West Financial Advisors reported no remaining Resideo Technologies position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 5 Resideo Technologies shares in Q4 2023, an estimated $79.
  • West Financial Advisors first reported a position in Resideo Technologies in Q2 2023 and held it in 2 quarters.
  • West Financial Advisors's Resideo Technologies position peaked at $89 in Q2 2023.
  • 371 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.