CFFP
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Center for Financial Planning’s Comfort Systems FIX Stock Holding History

Center for Financial 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
2025
Q3 		– Sell
-5
Closed -$2.68K – 672
2025
Q2 		$2.68K Hold
5
– – ﹤0.01% 548
2025
Q1 		$1.61K Hold
5
– – ﹤0.01% 603
2024
Q4 		$2.12K Buy
+5
New +$2.19K ﹤0.01% 533

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Center for Financial Planning's FIX Position: Q3 2025 in Review

Center for Financial Planning sold out of Comfort Systems (FIX) in Q3 2025, closing a stake of 5 shares — an estimated $2.68K sold.

Center for Financial Planning first reported a position in FIX in Q4 2024 and held it in 3 quarters. The position peaked at $2.68K in Q2 2025. 884 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • Center for Financial Planning reported no remaining Comfort Systems position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 5 Comfort Systems shares in Q3 2025, an estimated $2.68K.
  • Center for Financial Planning first reported a position in Comfort Systems in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Comfort Systems position peaked at $2.68K in Q2 2025.
  • 884 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.