TWP
FIX icon

Triad Wealth Partners’s Comfort Systems FIX Stock Holding History

Triad 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
Q3 		– Sell
-25
Closed -$7.6K – 344
2024
Q2 		$7.6K Buy
+25
New +$7.95K ﹤0.01% 490

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Triad Wealth Partners's FIX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Comfort Systems (FIX) in Q3 2024, closing a stake of 25 shares — an estimated $7.6K sold.

Triad Wealth Partners first reported a position in FIX in Q2 2024 and held it in 1 quarter. The position peaked at $7.6K in Q2 2024. 590 funds tracked by Wall St. Rank hold FIX as of Q3 2024.

  • Triad Wealth Partners reported no remaining Comfort Systems position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 25 Comfort Systems shares in Q3 2024, an estimated $7.6K.
  • Triad Wealth Partners first reported a position in Comfort Systems in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Comfort Systems position peaked at $7.6K in Q2 2024.
  • 590 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.