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Baldwin Wealth Partners’s Comfort Systems FIX Stock Holding History

Baldwin 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
2024
Q4 		– Sell
-1,060
Closed -$414K – 521
2024
Q3 		$414K Buy
+1,060
New +$349K 0.03% 222

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Baldwin Wealth Partners's FIX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Comfort Systems (FIX) in Q4 2024, closing a stake of 1,060 shares — an estimated $414K sold.

Baldwin Wealth Partners first reported a position in FIX in Q3 2024 and held it in 1 quarter. The position peaked at $414K in Q3 2024. 665 funds tracked by Wall St. Rank hold FIX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Comfort Systems position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,060 Comfort Systems shares in Q4 2024, an estimated $414K.
  • Baldwin Wealth Partners first reported a position in Comfort Systems in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Comfort Systems position peaked at $414K in Q3 2024.
  • 665 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.