CIM
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Contravisory Investment Management’s Comfort Systems FIX Stock Holding History

Contravisory Investment 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
2026
Q2 		$31.7K Sell
16
-2
-11% -$3.63K 0.01% 283
2026
Q1 		$24.8K Sell
18
-4
-18% -$5.08K 0.01% 281
2025
Q4 		$20.5K Sell
22
-4
-15% -$3.69K ﹤0.01% 302
2025
Q3 		$21.5K Buy
+26
New +$17.6K ﹤0.01% 307
2025
Q2 		– Sell
-490
Closed -$158K – 403
2025
Q1 		$158K Buy
490
+202
+70% +$81.5K 0.03% 254
2024
Q4 		$122K Buy
288
+136
+89% +$59.7K 0.03% 235
2024
Q3 		$59.3K Buy
152
+85
+127% +$28K 0.01% 236
2024
Q2 		$20.4K Sell
67
-8
-11% -$2.54K ﹤0.01% 262
2024
Q1 		$23.8K Sell
75
-17
-18% -$4.34K 0.01% 281
2023
Q4 		$18.9K Sell
92
-53
-37% -$9.79K ﹤0.01% 275
2023
Q3 		$24.7K Hold
145
– – 0.01% 239
2023
Q2 		$23.8K Hold
145
– – 0.01% 233
2023
Q1 		$21.2K Buy
145
+90
+164% +$11.7K 0.01% 243
2022
Q4 		$6.33K Hold
55
– – ﹤0.01% 272
2022
Q3 		$5K Hold
55
– – ﹤0.01% 277
2022
Q2 		$5K Hold
55
– – ﹤0.01% 280
2022
Q1 		$5K Buy
+55
New +$4.94K ﹤0.01% 297

Other funds holding FIX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return