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Legend Financial Advisors’s Comfort Systems FIX Stock Holding History

Legend Financial 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
2019
Q2 		– Sell
-12,108
Closed -$634K – 35
2019
Q1 		$634K Sell
12,108
-164
-1% -$8.18K 0.7% 22
2018
Q4 		$536K Buy
+12,272
New +$628K 0.79% 20

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legend Financial Advisors's FIX Position: Q2 2019 in Review

Legend Financial Advisors sold out of Comfort Systems (FIX) in Q2 2019, closing a stake of 12,108 shares — an estimated $634K sold.

Legend Financial Advisors first reported a position in FIX in Q4 2018 and held it in 2 quarters. The position peaked at $634K in Q1 2019. 240 funds tracked by Wall St. Rank hold FIX as of Q2 2019.

  • Legend Financial Advisors reported no remaining Comfort Systems position as of Q2 2019 after selling out during the quarter.
  • Legend Financial Advisors sold 12,108 Comfort Systems shares in Q2 2019, an estimated $634K.
  • Legend Financial Advisors first reported a position in Comfort Systems in Q4 2018 and held it in 2 quarters.
  • Legend Financial Advisors's Comfort Systems position peaked at $634K in Q1 2019.
  • 240 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2019.

Based on Legend Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.