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FDx Advisors’s Comfort Systems FIX Stock Holding History

FDx 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
Q1 		– Sell
-1,201
Closed -$247K – 457
2023
Q4 		$247K Buy
+1,201
New +$222K 0.02% 590
2018
Q1 		– Sell
-4,763
Closed -$208K – 1191
2017
Q4 		$208K Buy
+4,763
New +$195K 0.01% 1183
2016
Q4 		– Sell
-19,771
Closed -$579K – 1136
2016
Q3 		$579K Buy
19,771
+421
+2% +$12.5K 0.02% 571
2016
Q2 		$630K Sell
19,350
-710
-4% -$22.6K 0.03% 511
2016
Q1 		$637K Buy
+20,060
New +$567K 0.03% 513

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

FDx Advisors's FIX Position: Q1 2024 in Review

FDx Advisors sold out of Comfort Systems (FIX) in Q1 2024, closing a stake of 1,201 shares — an estimated $247K sold.

FDx Advisors first reported a position in FIX in Q1 2016 and held it in 5 quarters. The position peaked at $637K in Q1 2016. 507 funds tracked by Wall St. Rank hold FIX as of Q1 2024.

  • FDx Advisors reported no remaining Comfort Systems position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 1,201 Comfort Systems shares in Q1 2024, an estimated $247K.
  • FDx Advisors first reported a position in Comfort Systems in Q1 2016 and held it in 5 quarters.
  • FDx Advisors's Comfort Systems position peaked at $637K in Q1 2016.
  • 507 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.