FCA
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FinTrust Capital Advisors’s Comfort Systems FIX Stock Holding History

FinTrust Capital 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
Q3 		$19.1K Hold
49
– – ﹤0.01% 822
2024
Q2 		$14.9K Hold
49
– – ﹤0.01% 829
2024
Q1 		$15.6K Sell
49
-14
-22% -$3.58K ﹤0.01% 784
2023
Q4 		$13K Buy
63
+39
+163% +$7.21K ﹤0.01% 785
2023
Q3 		$4.09K Buy
+24
New +$4.21K ﹤0.01% 925

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

FinTrust Capital Advisors's FIX Position: Q3 2024 in Review

FinTrust Capital Advisors held its Comfort Systems (FIX) position steady in Q3 2024 at 49 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

FinTrust Capital Advisors first reported a position in FIX in Q3 2023 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold FIX as of Q3 2024.

  • FinTrust Capital Advisors held 49 shares of Comfort Systems worth $19.1K as of Q3 2024.
  • FinTrust Capital Advisors left its Comfort Systems share count unchanged in Q3 2024.
  • Comfort Systems made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #822 holding.
  • FinTrust Capital Advisors first reported a position in Comfort Systems in Q3 2023 and has held it in 5 quarters since.
  • 590 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.