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Clarus Wealth Advisors’s Comfort Systems FIX Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-303
Closed -$15K – 282
2019
Q2 		$15K Hold
303
– – 0.01% 397
2019
Q1 		$16K Hold
303
– – 0.01% 455
2018
Q4 		$13K Buy
303
+1
+0.3% +$51 0.02% 465
2018
Q3 		$17K Buy
302
+1
+0.3% +$54 0.01% 458
2018
Q2 		$12K Buy
+301
New +$13.4K 0.01% 497

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarus Wealth Advisors's FIX Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Comfort Systems (FIX) in Q3 2019, closing a stake of 303 shares — an estimated $15K sold.

Clarus Wealth Advisors first reported a position in FIX in Q2 2018 and held it in 5 quarters. The position peaked at $17K in Q3 2018. 220 funds tracked by Wall St. Rank hold FIX as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Comfort Systems position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 303 Comfort Systems shares in Q3 2019, an estimated $15K.
  • Clarus Wealth Advisors first reported a position in Comfort Systems in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Comfort Systems position peaked at $17K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.