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Capital Management Associates (New York)’s Comfort Systems FIX Stock Holding History

Capital Management Associates (New York)’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
Q2 		– Sell
-1,500
Closed -$483K – 44
2025
Q1 		$483K Hold
1,500
– – 0.94% 38
2024
Q4 		$636K Hold
1,500
– – 0.75% 51
2024
Q3 		$586K Buy
+1,500
New +$494K 0.65% 63

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State Street
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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
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

Capital Management Associates (New York)'s FIX Position: Q2 2025 in Review

Capital Management Associates (New York) sold out of Comfort Systems (FIX) in Q2 2025, closing a stake of 1,500 shares — an estimated $483K sold.

Capital Management Associates (New York) first reported a position in FIX in Q3 2024 and held it in 3 quarters. The position peaked at $636K in Q4 2024. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

  • Capital Management Associates (New York) reported no remaining Comfort Systems position as of Q2 2025 after selling out during the quarter.
  • Capital Management Associates (New York) sold 1,500 Comfort Systems shares in Q2 2025, an estimated $483K.
  • Capital Management Associates (New York) first reported a position in Comfort Systems in Q3 2024 and held it in 3 quarters.
  • Capital Management Associates (New York)'s Comfort Systems position peaked at $636K in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2025, filed 5 Aug 2025.