CA
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Crewe Advisors’s Comfort Systems FIX Stock Holding History

Crewe Advisors’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 		$88.3K Sell
64
-4
-6% -$5.08K 0.01% 315
2025
Q4 		$63.5K Buy
68
+4
+6% +$3.69K 0.01% 338
2025
Q3 		$52.8K Buy
64
+42
+191% +$28.5K 0.01% 371
2025
Q2 		$11.8K Hold
22
– – ﹤0.01% 439
2025
Q1 		$7.09K Hold
22
– – ﹤0.01% 451
2024
Q4 		$9.33K Buy
+22
New +$9.66K ﹤0.01% 434
2024
Q3 		– Sell
-63
Closed -$19.2K – 815
2024
Q2 		$19.2K Buy
63
+41
+186% +$13K ﹤0.01% 560
2024
Q1 		$6.99K Buy
+22
New +$5.62K ﹤0.01% 674
2023
Q4 		– Sell
-1
Closed -$171 – 521
2023
Q3 		$171 Buy
+1
New +$175 ﹤0.01% 459

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