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LGT Financial Advisors’s Comfort Systems FIX Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-62
Closed -$26.3K – 464
2024
Q4 		$26.3K Buy
62
+6
+11% +$2.63K 0.06% 252
2024
Q3 		$21.9K Buy
56
+19
+51% +$6.26K 0.05% 263
2024
Q2 		$11.3K Hold
37
– – 0.02% 442
2024
Q1 		$11.8K Hold
37
– – 0.01% 468
2023
Q4 		$7.61K Buy
37
+1
+3% +$185 0.01% 543
2023
Q3 		$6.13K Buy
+36
New +$6.32K 0.01% 574

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

LGT Financial Advisors's FIX Position: Q1 2025 in Review

LGT Financial Advisors sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 62 shares — an estimated $26.3K sold.

LGT Financial Advisors first reported a position in FIX in Q3 2023 and held it in 6 quarters. The position peaked at $26.3K in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • LGT Financial Advisors reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 62 Comfort Systems shares in Q1 2025, an estimated $26.3K.
  • LGT Financial Advisors first reported a position in Comfort Systems in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Comfort Systems position peaked at $26.3K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.