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Fort Washington Investment Advisors’s Comfort Systems FIX Stock Holding History

Fort Washington Investment 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
2020
Q3 		– Sell
-225,581
Closed -$9.19M – 499
2020
Q2 		$9.19M Buy
225,581
+13,200
+6% +$469K 0.1% 142
2020
Q1 		$7.76M Sell
212,381
-44,800
-17% -$1.98M 0.11% 156
2019
Q4 		$12.8M Buy
257,181
+11,900
+5% +$579K 0.14% 151
2019
Q3 		$10.8M Buy
+245,281
New +$10.7M 0.12% 169

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fort Washington Investment Advisors's FIX Position: Q3 2020 in Review

Fort Washington Investment Advisors sold out of Comfort Systems (FIX) in Q3 2020, closing a stake of 225,581 shares — an estimated $9.19M sold.

Fort Washington Investment Advisors first reported a position in FIX in Q3 2019 and held it in 4 quarters. The position peaked at $12.8M in Q4 2019. 232 funds tracked by Wall St. Rank hold FIX as of Q3 2020.

  • Fort Washington Investment Advisors reported no remaining Comfort Systems position as of Q3 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 225,581 Comfort Systems shares in Q3 2020, an estimated $9.19M.
  • Fort Washington Investment Advisors first reported a position in Comfort Systems in Q3 2019 and held it in 4 quarters.
  • Fort Washington Investment Advisors's Comfort Systems position peaked at $12.8M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.