Cetera Investment Advisers
FIX icon

Cetera Investment Advisers’s Comfort Systems FIX Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$38.5M Sell
27,946
-510
-2% -$648K 0.04% 453
2025
Q4 		$26.6M Buy
28,456
+119
+0.4% +$110K 0.03% 544
2025
Q3 		$23.4M Buy
28,337
+13,529
+91% +$9.17M 0.03% 580
2025
Q2 		$7.94M Buy
14,808
+4,028
+37% +$1.75M 0.01% 940
2025
Q1 		$3.47M Buy
10,780
+5,133
+91% +$2.07M 0.01% 1350
2024
Q4 		$2.39M Buy
5,647
+101
+2% +$44.3K 0.01% 1522
2024
Q3 		$2.16M Sell
5,546
-762
-12% -$251K ﹤0.01% 1576
2024
Q2 		$1.92M Buy
6,308
+186
+3% +$59.1K ﹤0.01% 1609
2024
Q1 		$1.94M Buy
6,122
+2,633
+75% +$673K ﹤0.01% 1566
2023
Q4 		$718K Sell
3,489
-453
-11% -$83.7K 0.01% 1293
2023
Q3 		$672K Buy
3,942
+460
+13% +$80.7K 0.01% 1270
2023
Q2 		$572K Sell
3,482
-126
-3% -$18.7K ﹤0.01% 1374
2023
Q1 		$527K Sell
3,608
-1,090
-23% -$141K ﹤0.01% 1398
2022
Q4 		$541K Buy
+4,698
New +$546K 0.01% 1330
2022
Q3 		– Sell
-2,853
Closed -$237K – 1790
2022
Q2 		$237K Hold
2,853
– – ﹤0.01% 1572
2022
Q1 		$254K Hold
2,853
– – ﹤0.01% 1570
2021
Q4 		$282K Hold
2,853
– – ﹤0.01% 1524
2021
Q3 		$203K Sell
2,853
-8,175
-74% -$609K ﹤0.01% 1666
2021
Q2 		$869K Buy
11,028
+7,228
+190% +$589K 0.01% 830
2021
Q1 		$284K Sell
3,800
-28
-0.7% -$1.79K 0.01% 1280
2020
Q4 		$202K Buy
+3,828
New +$199K ﹤0.01% 1444

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Cetera Investment Advisers's FIX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Comfort Systems (FIX) stake by 1.8% in Q1 2026, selling an estimated $648K and leaving 27,946 shares worth $38.5M. The position accounts for 0.04% of the portfolio, ranked #453.

Cetera Investment Advisers first reported a position in FIX in Q4 2020 and has held it in 21 quarters since. 1,195 funds tracked by Wall St. Rank hold FIX as of Q1 2026.

  • Cetera Investment Advisers held 27,946 shares of Comfort Systems worth $38.5M as of Q1 2026.
  • Cetera Investment Advisers sold 510 Comfort Systems shares in Q1 2026, an estimated $648K.
  • Comfort Systems made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #453 holding.
  • Cetera Investment Advisers first reported a position in Comfort Systems in Q4 2020 and has held it in 21 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.