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Cornerstone Planning Group’s Comfort Systems FIX Stock Holding History

Cornerstone Planning Group’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 		$25.6K Buy
14
+5
+56% +$6.35K ﹤0.01% 594
2025
Q4 		$10.5K Hold
9
– – ﹤0.01% 787
2025
Q3 		$8.68K Hold
9
– – ﹤0.01% 813
2025
Q2 		$6.23K Hold
9
– – ﹤0.01% 671
2025
Q1 		$3.2K Buy
9
+7
+350% +$2.82K ﹤0.01% 859
2024
Q4 		$808 Hold
2
– – ﹤0.01% 1009
2024
Q3 		$792 Buy
+2
New +$659 ﹤0.01% 991
2024
Q1 		– Sell
-12
Closed -$2.47K – 1133
2023
Q4 		$2.47K Hold
12
– – ﹤0.01% 602
2023
Q3 		$2.04K Hold
12
– – ﹤0.01% 652
2023
Q2 		$1.97K Buy
+12
New +$1.78K ﹤0.01% 1156
2022
Q4 		$1.38K Buy
+12
New +$1.4K ﹤0.01% 1285

Other funds holding FIX

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return