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Householder Group Estate & Retirement Specialist’s Comfort Systems FIX Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$384K Buy
907
+125
+16% +$54.9K 0.29% 52
2024
Q3 		$305K Sell
782
-44
-5% -$14.5K 0.09% 190
2024
Q2 		$251K Buy
826
+170
+26% +$54K 0.07% 216
2024
Q1 		$208K Buy
656
+48
+8% +$12.3K 0.06% 236
2023
Q4 		$125K Buy
+608
New +$112K 0.04% 300

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FIX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Comfort Systems (FIX) stake by 16% in Q4 2024, buying an estimated $54.9K and bringing the position to 907 shares worth $384K. The position accounts for 0.29% of the portfolio, ranked #52.

Householder Group Estate & Retirement Specialist first reported a position in FIX in Q4 2023 and has held it in 5 quarters since. 665 funds tracked by Wall St. Rank hold FIX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 907 shares of Comfort Systems worth $384K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 125 Comfort Systems shares in Q4 2024, an estimated $54.9K.
  • Comfort Systems made up 0.29% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #52 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Comfort Systems in Q4 2023 and has held it in 5 quarters since.
  • 665 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.