TFO
FIX icon

Tarbox Family Office’s Comfort Systems FIX Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-50
Closed -$4K – 434
2022
Q1 		$4K Hold
50
– – ﹤0.01% 589
2021
Q4 		$5K Hold
50
– – ﹤0.01% 600
2021
Q3 		$4K Hold
50
– – ﹤0.01% 703
2021
Q2 		$4K Hold
50
– – ﹤0.01% 709
2021
Q1 		$4K Hold
50
– – ﹤0.01% 632
2020
Q4 		$3K Hold
50
– – ﹤0.01% 684
2020
Q3 		$3K Hold
50
– – ﹤0.01% 607
2020
Q2 		$2K Hold
50
– – ﹤0.01% 753
2020
Q1 		$2K Buy
+50
New +$2.21K ﹤0.01% 629

Other funds holding FIX

BlackRock
BlackRock New York $5.7T 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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