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Lenox Wealth Advisors’s Comfort Systems FIX Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-75
Closed -$3K – 662
2020
Q1 		$3K Hold
75
– – ﹤0.01% 503
2019
Q4 		$4K Hold
75
– – ﹤0.01% 506
2019
Q3 		$3K Buy
+75
New +$3.27K ﹤0.01% 450

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Lenox Wealth Advisors's FIX Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Comfort Systems (FIX) in Q2 2020, closing a stake of 75 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in FIX in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 218 funds tracked by Wall St. Rank hold FIX as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Comfort Systems position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 75 Comfort Systems shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Comfort Systems in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Comfort Systems position peaked at $4K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.