TWA
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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 $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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return