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SYSTM Wealth Solutions’s Comfort Systems FIX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-86
Closed -$26.2K – 289
2024
Q2 		$26.2K Sell
86
-48
-36% -$15.3K 0.01% 333
2024
Q1 		$42.6K Buy
134
+10
+8% +$2.55K 0.01% 606
2023
Q4 		$25.5K Buy
+124
New +$22.9K ﹤0.01% 684

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

SYSTM Wealth Solutions's FIX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Comfort Systems (FIX) in Q3 2024, closing a stake of 86 shares — an estimated $26.2K sold.

SYSTM Wealth Solutions first reported a position in FIX in Q4 2023 and held it in 3 quarters. The position peaked at $42.6K in Q1 2024. 590 funds tracked by Wall St. Rank hold FIX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Comfort Systems position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 86 Comfort Systems shares in Q3 2024, an estimated $26.2K.
  • SYSTM Wealth Solutions first reported a position in Comfort Systems in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Comfort Systems position peaked at $42.6K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.