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YorkBridge Wealth Partners’s Comfort Systems FIX Stock Holding History

YorkBridge 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
2019
Q3 		– Sell
-208
Closed -$11K – 344
2019
Q2 		$11K Sell
208
-83
-29% -$4.27K ﹤0.01% 530
2019
Q1 		$15K Sell
291
-249
-46% -$12.4K 0.01% 504
2018
Q4 		$24K Sell
540
-5
-0.9% -$256 0.01% 417
2018
Q3 		$30K Sell
545
-108
-17% -$5.79K 0.01% 423
2018
Q2 		$30K Buy
653
+18
+3% +$803 0.01% 431
2018
Q1 		$26K Buy
635
+73
+13% +$3.07K 0.01% 459
2017
Q4 		$23K Buy
562
+11
+2% +$450 0.01% 473
2017
Q3 		$20K Hold
551
– – 0.01% 519
2017
Q2 		$20K Hold
551
– – 0.01% 512
2017
Q1 		$20K Buy
551
+219
+66% +$7.61K 0.01% 507
2016
Q4 		$11K Buy
+332
New +$10.3K 0.01% 566

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

YorkBridge Wealth Partners's FIX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Comfort Systems (FIX) in Q3 2019, closing a stake of 208 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in FIX in Q4 2016 and held it in 11 quarters. The position peaked at $30K in Q3 2018. 220 funds tracked by Wall St. Rank hold FIX as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Comfort Systems position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 208 Comfort Systems shares in Q3 2019, an estimated $11K.
  • YorkBridge Wealth Partners first reported a position in Comfort Systems in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Comfort Systems position peaked at $30K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.