BWCS
FIX icon

Beirne Wealth Consulting Services’s Comfort Systems FIX Stock Holding History

Beirne Wealth Consulting Services’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
2025
Q4 		– Sell
-270
Closed -$223K – 152
2025
Q3 		$223K Buy
+270
New +$183K 0.05% 205

Other funds holding FIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beirne Wealth Consulting Services's FIX Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Comfort Systems (FIX) in Q4 2025, closing a stake of 270 shares — an estimated $223K sold.

Beirne Wealth Consulting Services first reported a position in FIX in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold FIX as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Comfort Systems position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 270 Comfort Systems shares in Q4 2025, an estimated $223K.
  • Beirne Wealth Consulting Services first reported a position in Comfort Systems in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Comfort Systems position peaked at $223K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.