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Comfort Systems USA shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Comfort Systems USA (FIX) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Comfort Systems USA

Tip: Access up to 7 years of quarterly data

All positions including Comfort Systems USA held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Comfort Systems USA by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 50 317.72
2023-12-31 $10k 50 205.68

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding Comfort Systems USA

BlackRock
Vanguard Group
Baillie Gifford & Co
Dimensional Fund Advisors
Westfield Capital Management Company
Jpmorgan Chase & Co
Alliancebernstein
T. Rowe Price Associates
Charles Schwab Investment Management
Federated Investors
Norges Bank Investment Management
Bank of New York Mellon
Jennifer Ranahan
Millennium Management
Congress Asset Management

View all funds holding Comfort Systems USA