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Kaizen Financial Strategies’s Comfort Systems FIX Stock Holding History

Kaizen Financial Strategies’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
Q4 		– Sell
-1,550
Closed -$264K – 123
2023
Q3 		$264K Hold
1,550
– – 0.22% 77
2023
Q2 		$255K Hold
1,550
– – 0.22% 87
2023
Q1 		$226K Buy
+1,550
New +$201K 0.22% 89

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kaizen Financial Strategies's FIX Position: Q4 2023 in Review

Kaizen Financial Strategies sold out of Comfort Systems (FIX) in Q4 2023, closing a stake of 1,550 shares — an estimated $264K sold.

Kaizen Financial Strategies first reported a position in FIX in Q1 2023 and held it in 3 quarters. The position peaked at $264K in Q3 2023. 447 funds tracked by Wall St. Rank hold FIX as of Q4 2023.

  • Kaizen Financial Strategies reported no remaining Comfort Systems position as of Q4 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,550 Comfort Systems shares in Q4 2023, an estimated $264K.
  • Kaizen Financial Strategies first reported a position in Comfort Systems in Q1 2023 and held it in 3 quarters.
  • Kaizen Financial Strategies's Comfort Systems position peaked at $264K in Q3 2023.
  • 447 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2023.

Based on Kaizen Financial Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.