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

Fortis 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
2023
Q2 		– Sell
-1
Closed -$146 – 296
2023
Q1 		$146 Sell
1
-1,027
-100% -$133K ﹤0.01% 648
2022
Q4 		$118K Buy
+1,028
New +$120K 0.07% 185

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fortis Capital Advisors's FIX Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Comfort Systems (FIX) in Q2 2023, closing a stake of 1 share — an estimated $146 sold.

Fortis Capital Advisors first reported a position in FIX in Q4 2022 and held it in 2 quarters. The position peaked at $118K in Q4 2022. 378 funds tracked by Wall St. Rank hold FIX as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Comfort Systems position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1 Comfort Systems share in Q2 2023, an estimated $146.
  • Fortis Capital Advisors first reported a position in Comfort Systems in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Comfort Systems position peaked at $118K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.