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Indie Asset Partners’s Comfort Systems FIX Stock Holding History

Indie Asset Partners’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
-595
Closed -$252K – 103
2024
Q4 		$252K Hold
595
– – 0.2% 91
2024
Q3 		$232K Buy
+595
New +$196K 0.17% 101
2022
Q3 		– Sell
-3,675
Closed -$306K – 93
2022
Q2 		$306K Sell
3,675
-3,550
-49% -$305K 0.27% 65
2022
Q1 		$643K Sell
7,225
-1,000
-12% -$89.7K 0.48% 31
2021
Q4 		$814K Hold
8,225
– – 0.59% 30
2021
Q3 		$587K Sell
8,225
-100
-1% -$7.45K 0.48% 45
2021
Q2 		$656K Hold
8,325
– – 0.53% 38
2021
Q1 		$622K Buy
+8,325
New +$532K 0.71% 34

Other funds holding FIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Indie Asset Partners's FIX Position: Q1 2025 in Review

Indie Asset Partners sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 595 shares — an estimated $252K sold.

Indie Asset Partners first reported a position in FIX in Q1 2021 and held it in 8 quarters. The position peaked at $814K in Q4 2021. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Indie Asset Partners reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
  • Indie Asset Partners sold 595 Comfort Systems shares in Q1 2025, an estimated $252K.
  • Indie Asset Partners first reported a position in Comfort Systems in Q1 2021 and held it in 8 quarters.
  • Indie Asset Partners's Comfort Systems position peaked at $814K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Indie Asset Partners's 13F filing for Q1 2025, filed 7 May 2025.