Wipfli Financial Advisors’s Comfort Systems FIX Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$216K	Buy	+2,223	New	+$218K	0.02%	425

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's FIX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Comfort Systems (FIX) in Q3 2022: 2,223 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings.

298 funds tracked by Wall St. Rank hold FIX as of Q3 2022.

Wipfli Financial Advisors held 2,223 shares of Comfort Systems worth $216K as of Q3 2022.
Comfort Systems was a new Wipfli Financial Advisors position in Q3 2022.
Comfort Systems made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #425 holding.
298 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.