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Brendel Financial Advisors’s Comfort Systems FIX Stock Holding History

Brendel Financial 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
2025
Q1 		– Sell
-488
Closed -$207K – 98
2024
Q4 		$207K Buy
+488
New +$214K 0.13% 85
2021
Q3 		– Sell
-641
Closed -$51K – 144
2021
Q2 		$51K Buy
+641
New +$52.2K 0.03% 173

Other funds holding FIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brendel Financial Advisors's FIX Position: Q1 2025 in Review

Brendel Financial Advisors sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 488 shares — an estimated $207K sold.

Brendel Financial Advisors first reported a position in FIX in Q2 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Brendel Financial Advisors reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 488 Comfort Systems shares in Q1 2025, an estimated $207K.
  • Brendel Financial Advisors first reported a position in Comfort Systems in Q2 2021 and held it in 2 quarters.
  • Brendel Financial Advisors's Comfort Systems position peaked at $207K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.