Cassady Schiller Wealth Management’s Comfort Systems FIX Stock Holding History

Cassady Schiller 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
2024 Q4	$848	Buy	+2	New	+$878	﹤0.01%	837

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cassady Schiller Wealth Management's FIX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Comfort Systems (FIX) in Q4 2024: 2 shares worth $848. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

665 funds tracked by Wall St. Rank hold FIX as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of Comfort Systems worth $848 as of Q4 2024.
Comfort Systems was a new Cassady Schiller Wealth Management position in Q4 2024.
Comfort Systems made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #837 holding.
665 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.