BEI
FIX icon

Benjamin Edwards Inc’s Comfort Systems FIX Stock Holding History

Benjamin Edwards Inc’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 		$2.17M Buy
1,574
+339
+27% +$430K 0.02% 520
2025
Q4 		$1.15M Sell
1,235
-351
-22% -$324K 0.01% 659
2025
Q3 		$1.31M Buy
1,586
+196
+14% +$133K 0.01% 608
2025
Q2 		$746K Buy
1,390
+108
+8% +$47K 0.01% 724
2025
Q1 		$413K Hold
1,282
– – 0.01% 842
2024
Q4 		$544K Buy
1,282
+98
+8% +$43K 0.01% 794
2024
Q3 		$462K Buy
1,184
+92
+8% +$30.3K 0.01% 818
2024
Q2 		$332K Sell
1,092
-1,235
-53% -$393K 0.06% 271
2024
Q1 		$739K Buy
2,327
+614
+36% +$157K 0.15% 165
2023
Q4 		$352K Buy
1,713
+44
+3% +$8.13K 0.08% 233
2023
Q3 		$284K Buy
1,669
+542
+48% +$95.1K 0.07% 236
2023
Q2 		$185K Buy
1,127
+497
+79% +$73.9K 0.04% 287
2023
Q1 		$92K Buy
630
+372
+144% +$48.3K 0.02% 373
2022
Q4 		$30K Buy
+258
New +$30K 0.01% 461

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VPM
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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