JP Morgan Private Wealth Advisors’s Comfort Systems FIX Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$2.3M	Sell	13,515 -1,060	-7%	-$186K	0.01%	691
2023 Q2	$2.39M	Sell	14,575 -7,763	-35%	-$1.15M	0.01%	505
2023 Q1	$3.26M	Buy	22,338 +480	+2%	+$62.3K	0.01%	714
2022 Q4	$2.52M	Sell	21,858 -3,086	-12%	-$359K	0.01%	770
2022 Q3	$2.43M	Sell	24,944 -596	-2%	-$58.4K	0.01%	776
2022 Q2	$2.12M	Buy	25,540 +805	+3%	+$69.2K	0.01%	829
2022 Q1	$2.2M	Buy	24,735 +1,728	+8%	+$155K	﹤0.01%	869
2021 Q4	$2.28M	Sell	23,007 -1,203	-5%	-$111K	﹤0.01%	857
2021 Q3	$1.73M	Buy	24,210 +2,581	+12%	+$192K	﹤0.01%	954
2021 Q2	$1.7M	Buy	21,629 +6,220	+40%	+$507K	﹤0.01%	942
2021 Q1	$1.15M	Buy	15,409 +1,604	+12%	+$102K	﹤0.01%	977
2020 Q4	$727K	Buy	13,805 +1,418	+11%	+$73.5K	﹤0.01%	1130
2020 Q3	$638K	Buy	+12,387	New	+$601K	﹤0.01%	1058

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FIX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Comfort Systems (FIX) stake by 7.3% in Q3 2023, selling an estimated $186K and leaving 13,515 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #691.

JP Morgan Private Wealth Advisors first reported a position in FIX in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.26M in Q1 2023. 399 funds tracked by Wall St. Rank hold FIX as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,515 shares of Comfort Systems worth $2.3M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,060 Comfort Systems shares in Q3 2023, an estimated $186K.
Comfort Systems made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #691 holding.
JP Morgan Private Wealth Advisors first reported a position in Comfort Systems in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Comfort Systems position peaked at $3.26M in Q1 2023.
399 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.