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Castleview Partners’s Comfort Systems FIX Stock Holding History

Castleview Partners’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
-349
Closed -$150K – 305
2024
Q4 		$150K Hold
349
– – 0.08% 215
2024
Q3 		$136K Hold
349
– – 0.08% 203
2024
Q2 		$106K Hold
349
– – 0.06% 232
2024
Q1 		$111K Hold
349
– – 0.06% 242
2023
Q4 		$71.8K Buy
+349
New +$64.5K 0.05% 246

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Castleview Partners's FIX Position: Q1 2025 in Review

Castleview Partners sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 349 shares — an estimated $150K sold.

Castleview Partners first reported a position in FIX in Q4 2023 and held it in 5 quarters. The position peaked at $150K in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Castleview Partners reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 349 Comfort Systems shares in Q1 2025, an estimated $150K.
  • Castleview Partners first reported a position in Comfort Systems in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Comfort Systems position peaked at $150K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.