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Carolinas Wealth Consulting’s Comfort Systems FIX Stock Holding History

Carolinas Wealth Consulting’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13
Closed -$1K – 942
2021
Q4 		$1K Hold
13
– – ﹤0.01% 877
2021
Q3 		$1K Hold
13
– – ﹤0.01% 856
2021
Q2 		$1K Hold
13
– – ﹤0.01% 866
2021
Q1 		$1K Buy
+13
New +$831 ﹤0.01% 867

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carolinas Wealth Consulting's FIX Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Comfort Systems (FIX) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in FIX in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 280 funds tracked by Wall St. Rank hold FIX as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Comfort Systems position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 Comfort Systems shares in Q1 2022, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Comfort Systems in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Comfort Systems position peaked at $1K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.