FW
FIX icon

FirstPurpose Wealth’s Comfort Systems FIX Stock Holding History

FirstPurpose Wealth’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 		$305K Sell
1,005
-128
-11% -$32.7K 0.11% 159
2023
Q4 		$233K Sell
1,133
-100
-8% -$18.5K 0.09% 182
2023
Q3 		$210K Buy
+1,233
New +$216K 0.09% 179

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

FirstPurpose Wealth's FIX Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Comfort Systems (FIX) stake by 11% in Q1 2024, selling an estimated $32.7K and leaving 1,005 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #159.

FirstPurpose Wealth first reported a position in FIX in Q3 2023 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold FIX as of Q1 2024.

  • FirstPurpose Wealth held 1,005 shares of Comfort Systems worth $305K as of Q1 2024.
  • FirstPurpose Wealth sold 128 Comfort Systems shares in Q1 2024, an estimated $32.7K.
  • Comfort Systems made up 0.11% of FirstPurpose Wealth's portfolio in Q1 2024, its #159 holding.
  • FirstPurpose Wealth first reported a position in Comfort Systems in Q3 2023 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.