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Sage Financial Management Group’s Comfort Systems FIX Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-100
Closed -$7K – 55
2021
Q1 		$7K Buy
+100
New +$6.39K 0.01% 107

Other funds holding FIX

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sage Financial Management Group's FIX Position: Q2 2021 in Review

Sage Financial Management Group sold out of Comfort Systems (FIX) in Q2 2021, closing a stake of 100 shares — an estimated $7K sold.

Sage Financial Management Group first reported a position in FIX in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 282 funds tracked by Wall St. Rank hold FIX as of Q2 2021.

  • Sage Financial Management Group reported no remaining Comfort Systems position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 100 Comfort Systems shares in Q2 2021, an estimated $7K.
  • Sage Financial Management Group first reported a position in Comfort Systems in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Comfort Systems position peaked at $7K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.