FGAM
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Financial Gravity Asset Management’s Comfort Systems FIX Stock Holding History

Financial Gravity Asset Management’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
2020
Q1 		– Sell
-207
Closed -$58K – 1204
2019
Q4 		$58K Buy
207
+37
+22% +$1.8K 0.04% 559
2019
Q3 		$8K Buy
170
+6
+4% +$262 0.01% 633
2019
Q2 		$8K Sell
164
-10
-6% -$515 0.01% 628
2019
Q1 		$9K Buy
+174
New +$8.68K 0.01% 570
2018
Q3 		$10K Sell
188
-8
-4% -$429 0.01% 570
2018
Q2 		$11K Buy
196
+176
+880% +$7.85K 0.01% 547
2018
Q1 		$1K Buy
+20
New +$841 ﹤0.01% 1133

Other funds holding FIX

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BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return