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Disciplined Investments’s Comfort Systems FIX Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$1.48K – 614
2023
Q2 		$1.48K Sell
9
-1
-10% -$149 ﹤0.01% 787
2023
Q1 		$1.46K Sell
10
-1
-9% -$130 ﹤0.01% 806
2022
Q4 		$1.27K Buy
11
+1
+10% +$116 ﹤0.01% 799
2022
Q3 		$1K Buy
10
+3
+43% +$294 ﹤0.01% 898
2022
Q2 		$1K Hold
7
– – ﹤0.01% 915
2022
Q1 		$1K Buy
+7
New +$628 ﹤0.01% 971

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Disciplined Investments's FIX Position: Q3 2023 in Review

Disciplined Investments sold out of Comfort Systems (FIX) in Q3 2023, closing a stake of 9 shares — an estimated $1.48K sold.

Disciplined Investments first reported a position in FIX in Q1 2022 and held it in 6 quarters. The position peaked at $1.48K in Q2 2023. 399 funds tracked by Wall St. Rank hold FIX as of Q3 2023.

  • Disciplined Investments reported no remaining Comfort Systems position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Comfort Systems shares in Q3 2023, an estimated $1.48K.
  • Disciplined Investments first reported a position in Comfort Systems in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Comfort Systems position peaked at $1.48K in Q2 2023.
  • 399 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.