FGC
FIX icon

Financial Gravity Companies’s Comfort Systems FIX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$8K Buy
+174
New +$8.9K 0.01% 629
2018
Q1 		$1K Buy
+20
New +$841 ﹤0.01% 1133

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Financial Gravity Companies's FIX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Comfort Systems (FIX) in Q4 2018: 174 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FIX as recently as Q1 2018.

Financial Gravity Companies first reported a position in FIX in Q1 2018 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold FIX as of Q4 2018.

  • Financial Gravity Companies held 174 shares of Comfort Systems worth $8K as of Q4 2018.
  • Comfort Systems was a new Financial Gravity Companies position in Q4 2018.
  • Comfort Systems made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #629 holding.
  • Financial Gravity Companies first reported a position in Comfort Systems in Q1 2018 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.