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Garrett Wealth Advisory Group’s Comfort Systems FIX Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-46
Closed -$2.04K – 259
2019
Q3 		$2.04K Buy
+46
New +$2.01K ﹤0.01% 547

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Garrett Wealth Advisory Group's FIX Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Comfort Systems (FIX) in Q4 2019, closing a stake of 46 shares — an estimated $2.04K sold.

Garrett Wealth Advisory Group first reported a position in FIX in Q3 2019 and held it in 1 quarter. The position peaked at $2.04K in Q3 2019. 233 funds tracked by Wall St. Rank hold FIX as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Comfort Systems position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 46 Comfort Systems shares in Q4 2019, an estimated $2.04K.
  • Garrett Wealth Advisory Group first reported a position in Comfort Systems in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Comfort Systems position peaked at $2.04K in Q3 2019.
  • 233 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.