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Tompkins Financial’s Comfort Systems FIX Stock Holding History

Tompkins Financial’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
2021
Q1 		– Sell
-24
Closed -$1K – 457
2020
Q4 		$1K Buy
+24
New +$1.25K ﹤0.01% 457
2016
Q1 		– Sell
-2,150
Closed -$61K – 514
2015
Q4 		$61K Buy
+2,150
New +$65.4K 0.02% 258

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Tompkins Financial's FIX Position: Q1 2021 in Review

Tompkins Financial sold out of Comfort Systems (FIX) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Tompkins Financial first reported a position in FIX in Q4 2015 and held it in 2 quarters. The position peaked at $61K in Q4 2015. 252 funds tracked by Wall St. Rank hold FIX as of Q1 2021.

  • Tompkins Financial reported no remaining Comfort Systems position as of Q1 2021 after selling out during the quarter.
  • Tompkins Financial sold 24 Comfort Systems shares in Q1 2021, an estimated $1K.
  • Tompkins Financial first reported a position in Comfort Systems in Q4 2015 and held it in 2 quarters.
  • Tompkins Financial's Comfort Systems position peaked at $61K in Q4 2015.
  • 252 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.