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Loring Wolcott & Coolidge Fiduciary Advisors’s Comfort Systems FIX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q1 		– Sell
-143
Closed -$14K – 664
2021
Q4 		$14K Hold
143
– – ﹤0.01% 569
2021
Q3 		$10K Hold
143
– – ﹤0.01% 586
2021
Q2 		$11K Buy
+143
New +$11.7K ﹤0.01% 616
2021
Q1 		– Sell
-143
Closed -$8K – 448
2020
Q4 		$8K Buy
+143
New +$7.42K ﹤0.01% 603

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FIX Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Comfort Systems (FIX) in Q1 2022, closing a stake of 143 shares — an estimated $14K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FIX in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 280 funds tracked by Wall St. Rank hold FIX as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Comfort Systems position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 143 Comfort Systems shares in Q1 2022, an estimated $14K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Comfort Systems in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Comfort Systems position peaked at $14K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.