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Wetzel Investment Advisors’s Resideo Technologies REZI Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-21
Closed -$471 – 719
2024
Q2 		$471 Sell
21
-250
-92% -$5.17K ﹤0.01% 882
2024
Q1 		$5.2K Buy
271
+7
+3% +$138 ﹤0.01% 668
2023
Q4 		$5K Buy
+264
New +$4.32K ﹤0.01% 695

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wetzel Investment Advisors's REZI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Resideo Technologies (REZI) in Q3 2024, closing a stake of 21 shares — an estimated $471 sold.

Wetzel Investment Advisors first reported a position in REZI in Q4 2023 and held it in 3 quarters. The position peaked at $5.2K in Q1 2024. 388 funds tracked by Wall St. Rank hold REZI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Resideo Technologies position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 21 Resideo Technologies shares in Q3 2024, an estimated $471.
  • Wetzel Investment Advisors first reported a position in Resideo Technologies in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Resideo Technologies position peaked at $5.2K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.