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Capital Wealth Planning’s Comfort Systems FIX Stock Holding History

Capital Wealth Planning’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
2024
Q4 		– Sell
-1,101
Closed -$430K – 141
2024
Q3 		$430K Buy
+1,101
New +$363K ﹤0.01% 111

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Wealth Planning's FIX Position: Q4 2024 in Review

Capital Wealth Planning sold out of Comfort Systems (FIX) in Q4 2024, closing a stake of 1,101 shares — an estimated $430K sold.

Capital Wealth Planning first reported a position in FIX in Q3 2024 and held it in 1 quarter. The position peaked at $430K in Q3 2024. 665 funds tracked by Wall St. Rank hold FIX as of Q4 2024.

  • Capital Wealth Planning reported no remaining Comfort Systems position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 1,101 Comfort Systems shares in Q4 2024, an estimated $430K.
  • Capital Wealth Planning first reported a position in Comfort Systems in Q3 2024 and held it in 1 quarter.
  • Capital Wealth Planning's Comfort Systems position peaked at $430K in Q3 2024.
  • 665 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.