Claris Advisors’s Comfort Systems FIX Stock Holding History

Claris 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 Q4	–	Sell	-3	Closed	-$1.17K	–	450
2024 Q3	$1.17K	Buy	+3	New	+$988	﹤0.01%	395

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Claris Advisors's FIX Position: Q4 2024 in Review

Claris Advisors sold out of Comfort Systems (FIX) in Q4 2024, closing a stake of 3 shares — an estimated $1.17K sold.

Claris Advisors first reported a position in FIX in Q3 2024 and held it in 1 quarter. The position peaked at $1.17K in Q3 2024. 665 funds tracked by Wall St. Rank hold FIX as of Q4 2024.

Claris Advisors reported no remaining Comfort Systems position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Comfort Systems shares in Q4 2024, an estimated $1.17K.
Claris Advisors first reported a position in Comfort Systems in Q3 2024 and held it in 1 quarter.
Claris Advisors's Comfort Systems position peaked at $1.17K in Q3 2024.
665 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.