Avantax Advisory Services’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2,010
+512
+34% +$223K 0.01% 1121
2025
Q1
$483K Sell
1,498
-164
-10% -$66.1K ﹤0.01% 1526
2024
Q4
$705K Sell
1,662
-184
-10% -$80.8K ﹤0.01% 1235
2024
Q3
$720K Sell
1,846
-94
-5% -$31K ﹤0.01% 1194
2024
Q2
$590K Buy
+1,940
New +$617K ﹤0.01% 1265

Other funds holding FIX

Avantax Advisory Services's FIX Position: Q2 2025 in Review

Avantax Advisory Services increased its Comfort Systems (FIX) stake by 34% in Q2 2025, buying an estimated $223K and bringing the position to 2,010 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1121.

Avantax Advisory Services first reported a position in FIX in Q2 2024 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Avantax Advisory Services held 2,010 shares of Comfort Systems worth $1.08M as of Q2 2025.
  • Avantax Advisory Services bought 512 Comfort Systems shares in Q2 2025, an estimated $223K.
  • Comfort Systems made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1121 holding.
  • Avantax Advisory Services first reported a position in Comfort Systems in Q2 2024 and has held it in 5 quarters since.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.