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BIA
Bell Investment Advisors’s
Comfort Systems
FIX
Stock Holding History
Bell Investment Advisors’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
Q1
$57.9K
Sell
42
-1
-2%
-$1.27K
0.01%
230
2025
Q4
$40.1K
Buy
43
+12
+39%
+$11.1K
0.01%
282
2025
Q3
$25.6K
Buy
31
+1
+3%
+$678
﹤0.01%
359
2025
Q2
$16.1K
Buy
30
+1
+3%
+$436
﹤0.01%
494
2025
Q1
$9.35K
Hold
29
–
–
﹤0.01%
634
2024
Q4
$12.3K
Buy
29
+2
+7%
+$878
﹤0.01%
527
2024
Q3
$10.5K
Buy
27
+2
+8%
+$659
﹤0.01%
596
2024
Q2
$7.6K
Hold
25
–
–
﹤0.01%
721
2024
Q1
$7.94K
Hold
25
–
–
﹤0.01%
683
2023
Q4
$5.14K
Hold
25
–
–
﹤0.01%
875
2023
Q3
$4.26K
Hold
25
–
–
﹤0.01%
892
2023
Q2
$4.11K
Hold
25
–
–
﹤0.01%
921
2023
Q1
$3.65K
Hold
25
–
–
﹤0.01%
945
2022
Q4
$2.88K
Buy
+25
New
+$2.91K
﹤0.01%
1089
Other funds holding FIX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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