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Consolidated Portfolio Review Corp’s Comfort Systems FIX Stock Holding History

Consolidated Portfolio Review Corp’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
-4,986
Closed -$2.11M – 387
2024
Q4 		$2.11M Buy
+4,986
New +$2.19M 0.33% 83
2024
Q3 		– Sell
-6,205
Closed -$1.89M – 317
2024
Q2 		$1.89M Sell
6,205
-147
-2% -$46.7K 0.44% 58
2024
Q1 		$2.02M Buy
+6,352
New +$1.62M 0.53% 56

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 $3.38T AUM 44.17% 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

Consolidated Portfolio Review Corp's FIX Position: Q1 2025 in Review

Consolidated Portfolio Review Corp sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 4,986 shares — an estimated $2.11M sold.

Consolidated Portfolio Review Corp first reported a position in FIX in Q1 2024 and held it in 3 quarters. The position peaked at $2.11M in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Consolidated Portfolio Review Corp reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 4,986 Comfort Systems shares in Q1 2025, an estimated $2.11M.
  • Consolidated Portfolio Review Corp first reported a position in Comfort Systems in Q1 2024 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's Comfort Systems position peaked at $2.11M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2025, filed 23 Apr 2025.