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McGlone Suttner Wealth Management’s Comfort Systems FIX Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-16
Closed -$3.29K – 400
2023
Q4 		$3.29K Buy
+16
New +$2.96K ﹤0.01% 626

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

McGlone Suttner Wealth Management's FIX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Comfort Systems (FIX) in Q1 2024, closing a stake of 16 shares — an estimated $3.29K sold.

McGlone Suttner Wealth Management first reported a position in FIX in Q4 2023 and held it in 1 quarter. The position peaked at $3.29K in Q4 2023. 506 funds tracked by Wall St. Rank hold FIX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Comfort Systems position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 16 Comfort Systems shares in Q1 2024, an estimated $3.29K.
  • McGlone Suttner Wealth Management first reported a position in Comfort Systems in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Comfort Systems position peaked at $3.29K in Q4 2023.
  • 506 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.