Liberty Wealth Management’s Comfort Systems FIX Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-264	Closed	-$23K	–	486
2021 Q3	$23K	Buy	264 +135	+105%	+$10.1K	0.01%	604
2021 Q2	$10K	Sell	129 -1	-0.8%	-$82	﹤0.01%	649
2021 Q1	$7K	Hold	130	–	–	﹤0.01%	653
2020 Q4	$7K	Sell	130 -1	-0.8%	-$52	﹤0.01%	646
2020 Q3	$7K	Buy	131 +1	+0.8%	+$49	﹤0.01%	570
2020 Q2	$5K	Hold	130	–	–	﹤0.01%	598
2020 Q1	$5K	Buy	+130	New	+$5.76K	﹤0.01%	569

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Liberty Wealth Management's FIX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Comfort Systems (FIX) in Q4 2021, closing a stake of 264 shares — an estimated $23K sold.

Liberty Wealth Management first reported a position in FIX in Q1 2020 and held it in 7 quarters. The position peaked at $23K in Q3 2021. 291 funds tracked by Wall St. Rank hold FIX as of Q4 2021.

Liberty Wealth Management reported no remaining Comfort Systems position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 264 Comfort Systems shares in Q4 2021, an estimated $23K.
Liberty Wealth Management first reported a position in Comfort Systems in Q1 2020 and held it in 7 quarters.
Liberty Wealth Management's Comfort Systems position peaked at $23K in Q3 2021.
291 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.