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RFP Financial Group’s Comfort Systems FIX Stock Holding History

RFP 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
2023
Q4 		– Sell
-19
Closed -$3.24K – 930
2023
Q3 		$3.24K Hold
19
– – ﹤0.01% 571
2023
Q2 		$3.12K Hold
19
– – ﹤0.01% 621
2023
Q1 		$2.77K Hold
19
– – ﹤0.01% 469
2022
Q4 		$2.19K Buy
+19
New +$2.21K ﹤0.01% 640

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RFP Financial Group's FIX Position: Q4 2023 in Review

RFP Financial Group sold out of Comfort Systems (FIX) in Q4 2023, closing a stake of 19 shares — an estimated $3.24K sold.

RFP Financial Group first reported a position in FIX in Q4 2022 and held it in 4 quarters. The position peaked at $3.24K in Q3 2023. 447 funds tracked by Wall St. Rank hold FIX as of Q4 2023.

  • RFP Financial Group reported no remaining Comfort Systems position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 19 Comfort Systems shares in Q4 2023, an estimated $3.24K.
  • RFP Financial Group first reported a position in Comfort Systems in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Comfort Systems position peaked at $3.24K in Q3 2023.
  • 447 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.