CA
FIX icon

Cetera Advisors’s Comfort Systems FIX Stock Holding History

Cetera Advisors’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 		$971K Buy
+3,057
New +$781K 0.01% 1176
2023
Q3 		– Sell
-8,706
Closed -$1.43M – 1734
2023
Q2 		$1.43M Sell
8,706
-243
-3% -$36.1K 0.02% 583
2023
Q1 		$1.31M Sell
8,949
-591
-6% -$76.7K 0.02% 595
2022
Q4 		$1.1M Buy
9,540
+1,259
+15% +$146K 0.02% 642
2022
Q3 		$806K Buy
8,281
+2,147
+35% +$210K 0.02% 596
2022
Q2 		$510K Sell
6,134
-128
-2% -$11K 0.01% 834
2022
Q1 		$557K Buy
6,262
+2,872
+85% +$258K 0.01% 836
2021
Q4 		$335K Buy
+3,390
New +$313K 0.01% 1073
2021
Q3 		– Sell
-2,543
Closed -$200K – 1430
2021
Q2 		$200K Sell
2,543
-5,143
-67% -$419K ﹤0.01% 1242
2021
Q1 		$575K Sell
7,686
-456
-6% -$29.1K 0.02% 684
2020
Q4 		$429K Buy
8,142
+1,699
+26% +$88.1K 0.01% 693
2020
Q3 		$332K Buy
+6,443
New +$313K 0.01% 695

Other funds holding FIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return