NFG
FIX icon

Next Financial Group’s Comfort Systems FIX Stock Holding History

Next 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
2021
Q4 		$13K Buy
+135
New +$12.5K ﹤0.01% 2078

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Next Financial Group's FIX Position: Q4 2021 in Review

Next Financial Group opened a new position in Comfort Systems (FIX) in Q4 2021: 135 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #2078 among its holdings.

291 funds tracked by Wall St. Rank hold FIX as of Q4 2021.

  • Next Financial Group held 135 shares of Comfort Systems worth $13K as of Q4 2021.
  • Comfort Systems was a new Next Financial Group position in Q4 2021.
  • Comfort Systems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2078 holding.
  • 291 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.