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Gilliland Jeter Wealth Management’s Comfort Systems FIX Stock Holding History

Gilliland Jeter Wealth Management’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
-17
Closed -$6.64K – 334
2024
Q3 		$6.64K Hold
17
– – ﹤0.01% 489
2024
Q2 		$5.17K Hold
17
– – ﹤0.01% 509
2024
Q1 		$5.4K Buy
+17
New +$4.34K ﹤0.01% 485

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 $3.38T AUM 44.17% 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

Gilliland Jeter Wealth Management's FIX Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Comfort Systems (FIX) in Q4 2024, closing a stake of 17 shares — an estimated $6.64K sold.

Gilliland Jeter Wealth Management first reported a position in FIX in Q1 2024 and held it in 3 quarters. The position peaked at $6.64K in Q3 2024. 665 funds tracked by Wall St. Rank hold FIX as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Comfort Systems position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 17 Comfort Systems shares in Q4 2024, an estimated $6.64K.
  • Gilliland Jeter Wealth Management first reported a position in Comfort Systems in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Comfort Systems position peaked at $6.64K in Q3 2024.
  • 665 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.