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McClarren Financial Advisors’s Comfort Systems FIX Stock Holding History

McClarren Financial 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
2024
Q3 		– Sell
-304
Closed – – 275
2024
Q2 		$0 Buy
304
+301
+10,033% +$95.7K ﹤0.01% 333
2024
Q1 		$1K Buy
3
+1
+50% +$255 ﹤0.01% 312
2023
Q4 		$0 Hold
2
– – ﹤0.01% 395
2023
Q3 		$0 Hold
2
– – ﹤0.01% 352
2023
Q2 		$0 Hold
2
– – ﹤0.01% 384
2023
Q1 		$0 Hold
2
– – ﹤0.01% 381
2022
Q4 		$0 Buy
+2
New +$233 ﹤0.01% 386

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

McClarren Financial Advisors's FIX Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Comfort Systems (FIX) in Q3 2024, closing a stake of 304 shares.

McClarren Financial Advisors first reported a position in FIX in Q4 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2024. 590 funds tracked by Wall St. Rank hold FIX as of Q3 2024.

  • McClarren Financial Advisors reported no remaining Comfort Systems position as of Q3 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 304 Comfort Systems shares in Q3 2024.
  • McClarren Financial Advisors first reported a position in Comfort Systems in Q4 2022 and held it in 7 quarters.
  • McClarren Financial Advisors's Comfort Systems position peaked at $1K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.