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CarsonAllaria Wealth Management’s Comfort Systems FIX Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-50
Closed -$26.8K – 166
2025
Q2 		$26.8K Hold
50
– – 0.01% 173
2025
Q1 		$16.1K Hold
50
– – 0.01% 211
2024
Q4 		$21.2K Hold
50
– – 0.01% 194
2024
Q3 		$19.5K Hold
50
– – 0.01% 203
2024
Q2 		$15.2K Hold
50
– – 0.01% 216
2024
Q1 		$15.9K Hold
50
– – 0.01% 206
2023
Q4 		$10.3K Buy
+50
New +$9.24K 0.01% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CarsonAllaria Wealth Management's FIX Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Comfort Systems (FIX) in Q3 2025, closing a stake of 50 shares — an estimated $26.8K sold.

CarsonAllaria Wealth Management first reported a position in FIX in Q4 2023 and held it in 7 quarters. The position peaked at $26.8K in Q2 2025. 887 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Comfort Systems position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 50 Comfort Systems shares in Q3 2025, an estimated $26.8K.
  • CarsonAllaria Wealth Management first reported a position in Comfort Systems in Q4 2023 and held it in 7 quarters.
  • CarsonAllaria Wealth Management's Comfort Systems position peaked at $26.8K in Q2 2025.
  • 887 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.