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TFO Wealth Partners’s Comfort Systems FIX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$635 – 305
2024
Q1 		$635 Hold
2
– – ﹤0.01% 221
2023
Q4 		$411 Hold
2
– – ﹤0.01% 396
2023
Q3 		$328 Hold
2
– – ﹤0.01% 618
2023
Q2 		$328 Hold
2
– – ﹤0.01% 385
2023
Q1 		$292 Buy
2
+1
+100% +$130 ﹤0.01% 382
2022
Q4 		$88 Buy
+1
New +$116 ﹤0.01% 796

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFO Wealth Partners's FIX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Comfort Systems (FIX) in Q2 2024, closing a stake of 2 shares — an estimated $635 sold.

TFO Wealth Partners first reported a position in FIX in Q4 2022 and held it in 6 quarters. The position peaked at $635 in Q1 2024. 555 funds tracked by Wall St. Rank hold FIX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Comfort Systems position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Comfort Systems shares in Q2 2024, an estimated $635.
  • TFO Wealth Partners first reported a position in Comfort Systems in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Comfort Systems position peaked at $635 in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.