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
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Gravity Asset Management's FIX Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Comfort Systems (FIX) stake by 22% in Q4 2019, buying an estimated $1.8K and bringing the position to 207 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #559.

Financial Gravity Asset Management first reported a position in FIX in Q1 2018 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold FIX as of Q4 2019.

Financial Gravity Asset Management held 207 shares of Comfort Systems worth $58K as of Q4 2019.
Financial Gravity Asset Management bought 37 Comfort Systems shares in Q4 2019, an estimated $1.8K.
Comfort Systems made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #559 holding.
Financial Gravity Asset Management first reported a position in Comfort Systems in Q1 2018 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.