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TCI Wealth Advisors’s Comfort Systems FIX Stock Holding History

TCI 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
Q2 		– Sell
-81
Closed -$11.8K – 926
2023
Q1 		$11.8K Hold
81
– – ﹤0.01% 981
2022
Q4 		$9.32K Hold
81
– – ﹤0.01% 1117
2022
Q3 		$8K Buy
81
+3
+4% +$294 ﹤0.01% 1148
2022
Q2 		$6K Buy
78
+17
+28% +$1.46K ﹤0.01% 1344
2022
Q1 		$5K Hold
61
– – ﹤0.01% 1535
2021
Q4 		$6K Hold
61
– – ﹤0.01% 1523
2021
Q3 		$4K Buy
61
+22
+56% +$1.64K ﹤0.01% 1735
2021
Q2 		$3K Buy
39
+7
+22% +$571 ﹤0.01% 1743
2021
Q1 		$2K Buy
+32
New +$2.04K ﹤0.01% 1742

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCI Wealth Advisors's FIX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Comfort Systems (FIX) in Q2 2023, closing a stake of 81 shares — an estimated $11.8K sold.

TCI Wealth Advisors first reported a position in FIX in Q1 2021 and held it in 9 quarters. The position peaked at $11.8K in Q1 2023. 377 funds tracked by Wall St. Rank hold FIX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Comfort Systems position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 81 Comfort Systems shares in Q2 2023, an estimated $11.8K.
  • TCI Wealth Advisors first reported a position in Comfort Systems in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Comfort Systems position peaked at $11.8K in Q1 2023.
  • 377 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.