IndexIQ Advisors’s Comfort Systems FIX Stock Holding History

IndexIQ 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
2022 Q1	$403K	Sell	4,522 -1,126	-20%	-$101K	0.01%	634
2021 Q4	$559K	Sell	5,648 -365	-6%	-$33.7K	0.02%	494
2021 Q3	$429K	Buy	6,013 +602	+11%	+$44.8K	0.01%	736
2021 Q2	$426K	Buy	5,411 +73	+1%	+$5.95K	0.01%	601
2021 Q1	$399K	Sell	5,338 -392	-7%	-$25K	0.01%	730
2020 Q4	$302K	Buy	5,730 +591	+12%	+$30.7K	0.01%	667
2020 Q3	$265K	Buy	5,139 +280	+6%	+$13.6K	0.01%	463
2020 Q2	$198K	Sell	4,859 -427	-8%	-$15.2K	0.01%	585
2020 Q1	$193K	Buy	+5,286	New	+$234K	0.01%	364

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IndexIQ Advisors's FIX Position: Q1 2022 in Review

IndexIQ Advisors reduced its Comfort Systems (FIX) stake by 20% in Q1 2022, selling an estimated $101K and leaving 4,522 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #634.

IndexIQ Advisors first reported a position in FIX in Q1 2020 and has held it in 9 quarters since. The position peaked at $559K in Q4 2021. 280 funds tracked by Wall St. Rank hold FIX as of Q1 2022.

IndexIQ Advisors held 4,522 shares of Comfort Systems worth $403K as of Q1 2022.
IndexIQ Advisors sold 1,126 Comfort Systems shares in Q1 2022, an estimated $101K.
Comfort Systems made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #634 holding.
IndexIQ Advisors first reported a position in Comfort Systems in Q1 2020 and has held it in 9 quarters since.
IndexIQ Advisors's Comfort Systems position peaked at $559K in Q4 2021.
280 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.