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Money Concepts Capital’s Comfort Systems FIX Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-200
Closed -$23K – 1324
2022
Q4 		$23K Buy
+200
New +$23.3K ﹤0.01% 1604
2022
Q2 		– Sell
-137
Closed -$12K – 1841
2022
Q1 		$12K Buy
+137
New +$12.3K ﹤0.01% 1837

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Money Concepts Capital's FIX Position: Q1 2023 in Review

Money Concepts Capital sold out of Comfort Systems (FIX) in Q1 2023, closing a stake of 200 shares — an estimated $23K sold.

Money Concepts Capital first reported a position in FIX in Q1 2022 and held it in 2 quarters. The position peaked at $23K in Q4 2022. 347 funds tracked by Wall St. Rank hold FIX as of Q1 2023.

  • Money Concepts Capital reported no remaining Comfort Systems position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 Comfort Systems shares in Q1 2023, an estimated $23K.
  • Money Concepts Capital first reported a position in Comfort Systems in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Comfort Systems position peaked at $23K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.