WR Wealth Planners’s Comfort Systems FIX Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-1	Closed	-$318	–	1177
2024 Q1	$318	Buy	+1	New	+$255	﹤0.01%	1103

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WR Wealth Planners's FIX Position: Q2 2024 in Review

WR Wealth Planners sold out of Comfort Systems (FIX) in Q2 2024, closing a stake of 1 share — an estimated $318 sold.

WR Wealth Planners first reported a position in FIX in Q1 2024 and held it in 1 quarter. The position peaked at $318 in Q1 2024. 555 funds tracked by Wall St. Rank hold FIX as of Q2 2024.

WR Wealth Planners reported no remaining Comfort Systems position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 1 Comfort Systems share in Q2 2024, an estimated $318.
WR Wealth Planners first reported a position in Comfort Systems in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's Comfort Systems position peaked at $318 in Q1 2024.
555 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.