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Lloyd Advisory Services’s Comfort Systems FIX Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-2,721
Closed -$464K – 214
2023
Q3 		$464K Buy
+2,721
New +$477K 0.15% 139

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Fuller & Thaler Asset Management
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Dimensional Fund Advisors
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lloyd Advisory Services's FIX Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Comfort Systems (FIX) in Q4 2023, closing a stake of 2,721 shares — an estimated $464K sold.

Lloyd Advisory Services first reported a position in FIX in Q3 2023 and held it in 1 quarter. The position peaked at $464K in Q3 2023. 447 funds tracked by Wall St. Rank hold FIX as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Comfort Systems position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,721 Comfort Systems shares in Q4 2023, an estimated $464K.
  • Lloyd Advisory Services first reported a position in Comfort Systems in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Comfort Systems position peaked at $464K in Q3 2023.
  • 447 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.