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Frazier Financial Advisors’s Comfort Systems FIX Stock Holding History

Frazier Financial 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
Q4 		– Sell
-16
Closed -$6.25K – 735
2024
Q3 		$6.25K Sell
16
-28
-64% -$9.22K ﹤0.01% 477
2024
Q2 		$13.4K Buy
44
+18
+69% +$5.72K 0.01% 375
2024
Q1 		$8.26K Hold
26
– – 0.01% 463
2023
Q4 		$5.35K Buy
+26
New +$4.8K ﹤0.01% 475

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Frazier Financial Advisors's FIX Position: Q4 2024 in Review

Frazier Financial Advisors sold out of Comfort Systems (FIX) in Q4 2024, closing a stake of 16 shares — an estimated $6.25K sold.

Frazier Financial Advisors first reported a position in FIX in Q4 2023 and held it in 4 quarters. The position peaked at $13.4K in Q2 2024. 665 funds tracked by Wall St. Rank hold FIX as of Q4 2024.

  • Frazier Financial Advisors reported no remaining Comfort Systems position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 16 Comfort Systems shares in Q4 2024, an estimated $6.25K.
  • Frazier Financial Advisors first reported a position in Comfort Systems in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Comfort Systems position peaked at $13.4K in Q2 2024.
  • 665 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.