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CFM
Catalyst Funds Management’s
Comfort Systems
FIX
Stock Holding History
Catalyst Funds 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
Q4
–
Sell
-3,100
Closed
-$2.56M
–
419
2025
Q3
$2.56M
Hold
3,100
–
–
0.39%
56
2025
Q2
$1.66M
Sell
3,100
-2,625
-46%
-$1.14M
0.46%
58
2025
Q1
$1.85M
Buy
5,725
+2,500
+78%
+$1.01M
0.48%
55
2024
Q4
$1.37M
Buy
+3,225
New
+$1.42M
0.34%
65
2024
Q3
–
Sell
-3,300
Closed
-$1M
–
1397
2024
Q2
$1M
Sell
3,300
-11,100
-77%
-$3.53M
0.27%
59
2024
Q1
$4.58M
Buy
+14,400
New
+$3.68M
1.28%
12
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35.63%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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