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Widmann Financial Services’s Resideo Technologies REZI Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-75
Closed -$1K – 367
2021
Q4 		$1K Buy
+75
New +$1.94K ﹤0.01% 443

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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Widmann Financial Services's REZI Position: Q1 2022 in Review

Widmann Financial Services sold out of Resideo Technologies (REZI) in Q1 2022, closing a stake of 75 shares — an estimated $1K sold.

Widmann Financial Services first reported a position in REZI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 384 funds tracked by Wall St. Rank hold REZI as of Q1 2022.

  • Widmann Financial Services reported no remaining Resideo Technologies position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 75 Resideo Technologies shares in Q1 2022, an estimated $1K.
  • Widmann Financial Services first reported a position in Resideo Technologies in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Resideo Technologies position peaked at $1K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.