LF
FIX icon

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 $5.7T 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 $653B AUM 32.41% 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