CFM Wealth Partners’s Comfort Systems FIX Stock Holding History

CFM Wealth Partners’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
2020 Q1	–	Sell	-400	Closed	-$20K	–	552
2019 Q4	$20K	Buy	+400	New	+$19.4K	0.01%	358

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

CFM Wealth Partners's FIX Position: Q1 2020 in Review

CFM Wealth Partners sold out of Comfort Systems (FIX) in Q1 2020, closing a stake of 400 shares — an estimated $20K sold.

CFM Wealth Partners first reported a position in FIX in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 219 funds tracked by Wall St. Rank hold FIX as of Q1 2020.

CFM Wealth Partners reported no remaining Comfort Systems position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 400 Comfort Systems shares in Q1 2020, an estimated $20K.
CFM Wealth Partners first reported a position in Comfort Systems in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's Comfort Systems position peaked at $20K in Q4 2019.
219 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.