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Institutional & Family Asset Management’s Comfort Systems FIX Stock Holding History

Institutional & Family Asset 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
Q2 		$4.87K Sell
16
-1
-6% -$318 ﹤0.01% 501
2024
Q1 		$5.4K Buy
+17
New +$4.34K ﹤0.01% 483

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Institutional & Family Asset Management's FIX Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Comfort Systems (FIX) stake by 5.9% in Q2 2024, selling an estimated $318 and leaving 16 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Institutional & Family Asset Management first reported a position in FIX in Q1 2024 and has held it in 2 quarters since. The position peaked at $5.4K in Q1 2024. 555 funds tracked by Wall St. Rank hold FIX as of Q2 2024.

  • Institutional & Family Asset Management held 16 shares of Comfort Systems worth $4.87K as of Q2 2024.
  • Institutional & Family Asset Management sold 1 Comfort Systems share in Q2 2024, an estimated $318.
  • Comfort Systems made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #501 holding.
  • Institutional & Family Asset Management first reported a position in Comfort Systems in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's Comfort Systems position peaked at $5.4K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.