SWA
FIX icon

Sutton Wealth Advisors’s Comfort Systems FIX Stock Holding History

Sutton Wealth Advisors’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
-391
Closed -$45K – 1072
2022
Q4 		$45K Buy
391
+1
+0.3% +$116 0.02% 421
2022
Q3 		$38K Buy
390
+1
+0.3% +$98 0.02% 449
2022
Q2 		$32.3K Sell
389
-4
-1% -$344 0.01% 513
2022
Q1 		$35K Buy
393
+104
+36% +$9.33K 0.01% 522
2021
Q4 		$28.6K Buy
289
+104
+56% +$9.61K 0.01% 598
2021
Q3 		$13.2K Sell
185
-122
-40% -$9.08K ﹤0.01% 820
2021
Q2 		$24.2K Buy
307
+122
+66% +$9.94K 0.01% 648
2021
Q1 		$13.8K Hold
185
– – 0.01% 782
2020
Q4 		$9.74K Hold
185
– – ﹤0.01% 817
2020
Q3 		$9.53K Hold
185
– – ﹤0.01% 755
2020
Q2 		$7.54K Sell
185
-454
-71% -$16.1K ﹤0.01% 774
2020
Q1 		$23.4K Buy
639
+185
+41% +$8.2K 0.01% 437
2019
Q4 		$22.6K Hold
454
– – 0.01% 558
2019
Q3 		$20.1K Hold
454
– – 0.01% 581
2019
Q2 		$23.1K Hold
454
– – 0.01% 523
2019
Q1 		$23.8K Hold
454
– – 0.01% 523
2018
Q4 		$19.8K Hold
454
– – 0.01% 523
2018
Q3 		$25.6K Hold
454
– – 0.02% 501
2018
Q2 		$20.8K Hold
454
– – 0.01% 574
2018
Q1 		$18.7K Hold
454
– – 0.01% 596
2017
Q4 		$19.8K Buy
+454
New +$18.6K 0.01% 560
2017
Q3 		– Sell
-491
Closed -$18.2K – 1089
2017
Q2 		$18.2K Buy
+491
New +$17.4K 0.01% 567
2016
Q2 		– Sell
-380
Closed -$12.1K – 1041
2016
Q1 		$12.1K Buy
+380
New +$10.7K 0.01% 561

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sutton Wealth Advisors's FIX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Comfort Systems (FIX) in Q1 2023, closing a stake of 391 shares — an estimated $45K sold.

Sutton Wealth Advisors first reported a position in FIX in Q1 2016 and held it in 23 quarters. The position peaked at $45K in Q4 2022. 347 funds tracked by Wall St. Rank hold FIX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Comfort Systems position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 391 Comfort Systems shares in Q1 2023, an estimated $45K.
  • Sutton Wealth Advisors first reported a position in Comfort Systems in Q1 2016 and held it in 23 quarters.
  • Sutton Wealth Advisors's Comfort Systems position peaked at $45K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.