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KLR Investment Advisors’s Comfort Systems FIX Stock Holding History

KLR Investment 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
2024
Q1 		$374K Sell
1,268
-724
-36% -$185K 0.27% 106
2023
Q4 		$410K Sell
1,992
-710
-26% -$131K 0.3% 99
2023
Q3 		$394K Sell
2,702
-89
-3% -$15.6K 0.36% 89
2023
Q2 		$458K Sell
2,791
-19
-0.7% -$2.83K 0.38% 80
2023
Q1 		$410K Sell
2,810
-817
-23% -$106K 0.36% 89
2022
Q4 		$417K Buy
+3,627
New +$422K 0.34% 84

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

KLR Investment Advisors's FIX Position: Q1 2024 in Review

KLR Investment Advisors reduced its Comfort Systems (FIX) stake by 36% in Q1 2024, selling an estimated $185K and leaving 1,268 shares worth $374K. The position accounts for 0.27% of the portfolio, ranked #106.

KLR Investment Advisors first reported a position in FIX in Q4 2022 and has held it in 6 quarters since. The position peaked at $458K in Q2 2023. 506 funds tracked by Wall St. Rank hold FIX as of Q1 2024.

  • KLR Investment Advisors held 1,268 shares of Comfort Systems worth $374K as of Q1 2024.
  • KLR Investment Advisors sold 724 Comfort Systems shares in Q1 2024, an estimated $185K.
  • Comfort Systems made up 0.27% of KLR Investment Advisors's portfolio in Q1 2024, its #106 holding.
  • KLR Investment Advisors first reported a position in Comfort Systems in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Comfort Systems position peaked at $458K in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.