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Alvarez & Marsal Private Wealth Partners’s Comfort Systems FIX Stock Holding History

Alvarez & Marsal Private 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
2026
Q2 		– Sell
-184
Closed -$254K – 139
2026
Q1 		$254K Buy
+184
New +$234K 0.04% 141

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's FIX Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Comfort Systems (FIX) in Q2 2026, closing a stake of 184 shares — an estimated $254K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in FIX in Q1 2026 and held it in 1 quarter. The position peaked at $254K in Q1 2026. 1,342 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Comfort Systems position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 184 Comfort Systems shares in Q2 2026, an estimated $254K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Comfort Systems in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Comfort Systems position peaked at $254K in Q1 2026.
  • 1,342 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.