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Wealth Advisory Solutions’s Comfort Systems FIX Stock Holding History

Wealth Advisory Solutions’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
Q4 		– Sell
-1,186
Closed -$202K – 86
2023
Q3 		$202K Buy
+1,186
New +$208K 0.04% 114
2023
Q2 		– Sell
-1,483
Closed -$216K – 107
2023
Q1 		$216K Buy
+1,483
New +$192K 0.06% 122
2022
Q4 		– Sell
-2,282
Closed -$222K – 133
2022
Q3 		$222K Buy
+2,282
New +$224K 0.06% 123

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 $3.38T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Advisory Solutions's FIX Position: Q4 2023 in Review

Wealth Advisory Solutions sold out of Comfort Systems (FIX) in Q4 2023, closing a stake of 1,186 shares — an estimated $202K sold.

Wealth Advisory Solutions first reported a position in FIX in Q3 2022 and held it in 3 quarters. The position peaked at $222K in Q3 2022. 447 funds tracked by Wall St. Rank hold FIX as of Q4 2023.

  • Wealth Advisory Solutions reported no remaining Comfort Systems position as of Q4 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,186 Comfort Systems shares in Q4 2023, an estimated $202K.
  • Wealth Advisory Solutions first reported a position in Comfort Systems in Q3 2022 and held it in 3 quarters.
  • Wealth Advisory Solutions's Comfort Systems position peaked at $222K in Q3 2022.
  • 447 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2023.

Based on Wealth Advisory Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.