Ownership history in Advisory Services Network, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in RESIDEO TECHNOLOGIES INC (REZI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC outperformed the S&P 500 by +43.3% annually on this REZI position. Timing score: 55% (6/11 decisions correct). Average cost basis: $32.73. Maximum drawdown during holding period: β77.9%.
π₯ Exceptional β beat the S&P 500 by 43.3% per year on this position.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $11.00 (2020 Q3) Β· Worst: $43.18 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 7 trims. Bought during 1 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size