MFG
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Magnus Financial Group’s Comfort Systems FIX Stock Holding History

Magnus Financial Group’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
-6,295
Closed -$230K – 711
2020
Q1 		$230K Buy
+6,295
New +$279K 0.03% 397

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 $3.38T AUM 44.17% 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

Magnus Financial Group's FIX Position: Q2 2020 in Review

Magnus Financial Group sold out of Comfort Systems (FIX) in Q2 2020, closing a stake of 6,295 shares — an estimated $230K sold.

Magnus Financial Group first reported a position in FIX in Q1 2020 and held it in 1 quarter. The position peaked at $230K in Q1 2020. 218 funds tracked by Wall St. Rank hold FIX as of Q2 2020.

  • Magnus Financial Group reported no remaining Comfort Systems position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 6,295 Comfort Systems shares in Q2 2020, an estimated $230K.
  • Magnus Financial Group first reported a position in Comfort Systems in Q1 2020 and held it in 1 quarter.
  • Magnus Financial Group's Comfort Systems position peaked at $230K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.