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Capital A Wealth Management’s Comfort Systems FIX Stock Holding History

Capital A Wealth Management’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
-1
Closed -$424 – 778
2024
Q4 		$424 Buy
+1
New +$439 ﹤0.01% 676

Other funds holding FIX

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital A Wealth Management's FIX Position: Q1 2025 in Review

Capital A Wealth Management sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 1 share — an estimated $424 sold.

Capital A Wealth Management first reported a position in FIX in Q4 2024 and held it in 1 quarter. The position peaked at $424 in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Capital A Wealth Management reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1 Comfort Systems share in Q1 2025, an estimated $424.
  • Capital A Wealth Management first reported a position in Comfort Systems in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Comfort Systems position peaked at $424 in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.