CarsonAllaria Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Comfort Systems USA by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $21k 50 424.06
2024-09-30 $20k 50 390.36
2024-06-30 $15k 50 304.12
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 Market (DFUS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Intl (IDEV)
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)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for CarsonAllaria Wealth Management

Top funds holding Comfort Systems USA

BlackRock
Vanguard Group
Capital World Investors
FMR
Invesco
State Street Corporation
Westfield Capital Management Company
Geode Capital Management
Hanna Zanoni
Goldman Sachs Group
Baillie Gifford & Co
Federated Investors
First Trust Advisors
Norges Bank Investment Management
Jpmorgan Chase & Co

View all funds holding Comfort Systems USA