Kula Investments’s Comfort Systems FIX Stock Holding History

Kula Investments’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 Q1	–	Sell	-3,242	Closed	-$373K	–	698
2022 Q4	$373K	Buy	+3,242	New	+$377K	0.11%	302

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kula Investments's FIX Position: Q1 2023 in Review

Kula Investments sold out of Comfort Systems (FIX) in Q1 2023, closing a stake of 3,242 shares — an estimated $373K sold.

Kula Investments first reported a position in FIX in Q4 2022 and held it in 1 quarter. The position peaked at $373K in Q4 2022. 347 funds tracked by Wall St. Rank hold FIX as of Q1 2023.

Kula Investments reported no remaining Comfort Systems position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 3,242 Comfort Systems shares in Q1 2023, an estimated $373K.
Kula Investments first reported a position in Comfort Systems in Q4 2022 and held it in 1 quarter.
Kula Investments's Comfort Systems position peaked at $373K in Q4 2022.
347 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.