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Wealthspire Advisors (Maryland)’s Comfort Systems FIX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-54
Closed -$3K – 997
2019
Q1 		$3K Hold
54
– – ﹤0.01% 1994
2018
Q4 		$2K Sell
54
-22
-29% -$1.13K ﹤0.01% 2076
2018
Q3 		$4K Buy
76
+22
+41% +$1.18K ﹤0.01% 1896
2018
Q2 		$2K Buy
54
+3
+6% +$134 ﹤0.01% 2147
2018
Q1 		$2K Buy
51
+15
+42% +$630 ﹤0.01% 2164
2017
Q4 		$2K Buy
36
+33
+1,100% +$1.35K ﹤0.01% 2120
2017
Q3 		$0 Buy
+3
New +$104 ﹤0.01% 2316

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FIX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Comfort Systems (FIX) in Q2 2019, closing a stake of 54 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in FIX in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 240 funds tracked by Wall St. Rank hold FIX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Comfort Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 54 Comfort Systems shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Comfort Systems in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Comfort Systems position peaked at $4K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.