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Harvest Group Wealth Management’s Comfort Systems FIX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-10
Closed -$1K – 263
2020
Q4 		$1K Hold
10
– – ﹤0.01% 467
2020
Q3 		$1K Hold
10
– – ﹤0.01% 450
2020
Q2 		$0 Hold
10
– – ﹤0.01% 593
2020
Q1 		$0 Sell
10
-15
-60% -$664 ﹤0.01% 656
2019
Q4 		$1K Hold
25
– – ﹤0.01% 768
2019
Q3 		$1K Sell
25
-20
-44% -$872 ﹤0.01% 859
2019
Q2 		$2K Hold
45
– – ﹤0.01% 538
2019
Q1 		$2K Buy
+45
New +$2.25K ﹤0.01% 616

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Harvest Group Wealth Management's FIX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Comfort Systems (FIX) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in FIX in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q2 2019. 252 funds tracked by Wall St. Rank hold FIX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Comfort Systems position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Comfort Systems shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Comfort Systems in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Comfort Systems position peaked at $2K in Q2 2019.
  • 252 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.