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Lee Financial’s Comfort Systems FIX Stock Holding History

Lee Financial’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 		– Sell
-141
Closed -$29K – 406
2023
Q4 		$29K Hold
141
– – 0.01% 275
2023
Q3 		$24K Sell
141
-15
-10% -$2.63K ﹤0.01% 282
2023
Q2 		$25.6K Hold
156
– – ﹤0.01% 272
2023
Q1 		$22.8K Hold
156
– – ﹤0.01% 293
2022
Q4 		$18K Sell
156
-35
-18% -$4.07K ﹤0.01% 360
2022
Q3 		$19K Hold
191
– – ﹤0.01% 338
2022
Q2 		$16K Hold
191
– – ﹤0.01% 368
2022
Q1 		$17K Hold
191
– – ﹤0.01% 364
2021
Q4 		$19K Hold
191
– – ﹤0.01% 381
2021
Q3 		$14K Buy
191
+76
+66% +$5.66K ﹤0.01% 383
2021
Q2 		$9K Buy
+115
New +$9.37K ﹤0.01% 417

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Lee Financial's FIX Position: Q1 2024 in Review

Lee Financial sold out of Comfort Systems (FIX) in Q1 2024, closing a stake of 141 shares — an estimated $29K sold.

Lee Financial first reported a position in FIX in Q2 2021 and held it in 11 quarters. The position peaked at $29K in Q4 2023. 507 funds tracked by Wall St. Rank hold FIX as of Q1 2024.

  • Lee Financial reported no remaining Comfort Systems position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 141 Comfort Systems shares in Q1 2024, an estimated $29K.
  • Lee Financial first reported a position in Comfort Systems in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Comfort Systems position peaked at $29K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.