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Edge Financial Advisors’s Comfort Systems FIX Stock Holding History

Edge Financial 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
Q2 		– Sell
-1,101
Closed -$350K – 102
2024
Q1 		$350K Buy
+1,101
New +$281K 0.31% 87

Other funds holding FIX

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edge Financial Advisors's FIX Position: Q2 2024 in Review

Edge Financial Advisors sold out of Comfort Systems (FIX) in Q2 2024, closing a stake of 1,101 shares — an estimated $350K sold.

Edge Financial Advisors first reported a position in FIX in Q1 2024 and held it in 1 quarter. The position peaked at $350K in Q1 2024. 555 funds tracked by Wall St. Rank hold FIX as of Q2 2024.

  • Edge Financial Advisors reported no remaining Comfort Systems position as of Q2 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 1,101 Comfort Systems shares in Q2 2024, an estimated $350K.
  • Edge Financial Advisors first reported a position in Comfort Systems in Q1 2024 and held it in 1 quarter.
  • Edge Financial Advisors's Comfort Systems position peaked at $350K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.