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Cetera Advisor Networks’s Comfort Systems FIX Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$448K Buy
1,409
+87
+7% +$22.2K ﹤0.01% 2009
2023
Q4 		$272K Sell
1,322
-34
-3% -$6.28K ﹤0.01% 2314
2023
Q3 		$231K Buy
+1,356
New +$238K ﹤0.01% 2331
2020
Q3 		– Sell
-35
Closed -$1K – 1830
2020
Q2 		$1K Buy
+35
New +$1.24K ﹤0.01% 3331
2020
Q1 		– Sell
-4,409
Closed -$222K – 1160
2019
Q4 		$222K Buy
+4,409
New +$214K 0.01% 1111

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Cetera Advisor Networks's FIX Position: Q1 2024 in Review

Cetera Advisor Networks increased its Comfort Systems (FIX) stake by 6.6% in Q1 2024, buying an estimated $22.2K and bringing the position to 1,409 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Cetera Advisor Networks first reported a position in FIX in Q4 2019 and has held it in 5 quarters since. 507 funds tracked by Wall St. Rank hold FIX as of Q1 2024.

  • Cetera Advisor Networks held 1,409 shares of Comfort Systems worth $448K as of Q1 2024.
  • Cetera Advisor Networks bought 87 Comfort Systems shares in Q1 2024, an estimated $22.2K.
  • Comfort Systems made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2009 holding.
  • Cetera Advisor Networks first reported a position in Comfort Systems in Q4 2019 and has held it in 5 quarters since.
  • 507 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.