CIBC World Market

CIBC World Market’s Comfort Systems FIX Stock Holding History

CIBC World Market’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	$45M	Sell	32,665 -3,424	-9%	-$4.35M	0.08%	160
2025 Q4	$33.7M	Buy	36,089 +6,589	+22%	+$6.08M	0.06%	197
2025 Q3	$24.3M	Buy	29,500 +8,581	+41%	+$5.82M	0.05%	240
2025 Q2	$11.2M	Buy	20,919 +7,026	+51%	+$3.06M	0.02%	354
2025 Q1	$4.48M	Buy	13,893 +5,911	+74%	+$2.38M	0.01%	523
2024 Q4	$3.38M	Buy	7,982 +2,863	+56%	+$1.26M	0.01%	609
2024 Q3	$2M	Buy	5,119 +2,773	+118%	+$913K	﹤0.01%	672
2024 Q2	$713K	Buy	2,346 +513	+28%	+$163K	﹤0.01%	866
2024 Q1	$582K	Sell	1,833 -627	-25%	-$160K	﹤0.01%	947
2023 Q4	$506K	Sell	2,460 -15,850	-87%	-$2.93M	﹤0.01%	929
2023 Q3	$3.12M	Buy	+18,310	New	+$3.21M	0.01%	471
2016 Q3	–	Sell	-10,481	Closed	-$341K	–	1025
2016 Q2	$341K	Buy	10,481 +66	+0.6%	+$2.1K	﹤0.01%	747
2016 Q1	$331K	Buy	10,415 +47	+0.5%	+$1.33K	﹤0.01%	700
2015 Q4	$295K	Buy	10,368 +365	+4%	+$11.1K	﹤0.01%	756
2015 Q3	$273K	Buy	+10,003	New	+$268K	﹤0.01%	754

Other funds holding FIX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

Westfield Capital Management

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