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FourThought Financial’s Comfort Systems FIX Stock Holding History

FourThought Financial’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
2022
Q3 		$7K Buy
67
+35
+109% +$3.43K ﹤0.01% 1112
2022
Q2 		$3K Hold
32
– – ﹤0.01% 1260
2022
Q1 		$3K Hold
32
– – ﹤0.01% 1294
2021
Q4 		$3K Sell
32
-23
-42% -$2.13K ﹤0.01% 1310
2021
Q3 		$3K Hold
55
– – ﹤0.01% 1306
2021
Q2 		$4K Sell
55
-2,171
-98% -$177K ﹤0.01% 1250
2021
Q1 		$166K Sell
2,226
-666
-23% -$42.6K 0.02% 386
2020
Q4 		$152K Buy
+2,892
New +$150K 0.02% 387

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's FIX Position: Q3 2022 in Review

FourThought Financial increased its Comfort Systems (FIX) stake by 109% in Q3 2022, buying an estimated $3.43K and bringing the position to 67 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

FourThought Financial first reported a position in FIX in Q4 2020 and has held it in 8 quarters since. The position peaked at $166K in Q1 2021. 298 funds tracked by Wall St. Rank hold FIX as of Q3 2022.

  • FourThought Financial held 67 shares of Comfort Systems worth $7K as of Q3 2022.
  • FourThought Financial bought 35 Comfort Systems shares in Q3 2022, an estimated $3.43K.
  • Comfort Systems made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1112 holding.
  • FourThought Financial first reported a position in Comfort Systems in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Comfort Systems position peaked at $166K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.