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WR Wealth Planners’s Resideo Technologies REZI Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-25
Closed -$504 – 1172
2024
Q3 		$504 Hold
25
– – ﹤0.01% 1031
2024
Q2 		$489 Hold
25
– – ﹤0.01% 1019
2024
Q1 		$561 Buy
+25
New +$494 ﹤0.01% 1027
2023
Q4 		– Sell
-25
Closed -$395 – 698
2023
Q3 		$395 Hold
25
– – ﹤0.01% 867
2023
Q2 		$442 Hold
25
– – ﹤0.01% 852
2023
Q1 		$457 Buy
+25
New +$452 ﹤0.01% 862

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

WR Wealth Planners's REZI Position: Q4 2024 in Review

WR Wealth Planners sold out of Resideo Technologies (REZI) in Q4 2024, closing a stake of 25 shares — an estimated $504 sold.

WR Wealth Planners first reported a position in REZI in Q1 2023 and held it in 6 quarters. The position peaked at $561 in Q1 2024. 399 funds tracked by Wall St. Rank hold REZI as of Q4 2024.

  • WR Wealth Planners reported no remaining Resideo Technologies position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 25 Resideo Technologies shares in Q4 2024, an estimated $504.
  • WR Wealth Planners first reported a position in Resideo Technologies in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Resideo Technologies position peaked at $561 in Q1 2024.
  • 399 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.