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Lindbrook Capital’s Comfort Systems FIX Stock Holding History

Lindbrook Capital’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 		$76.4K Buy
237
+159
+204% +$64.1K 0.01% 793
2024
Q4 		$33.1K Sell
78
-3
-4% -$1.32K ﹤0.01% 998
2024
Q3 		$31.6K Buy
81
+30
+59% +$9.88K ﹤0.01% 1041
2024
Q2 		$15.5K Buy
51
+1
+2% +$318 ﹤0.01% 1394
2024
Q1 		$15.9K Buy
50
+24
+92% +$6.13K ﹤0.01% 1331
2023
Q4 		$5.35K Sell
26
-1
-4% -$185 ﹤0.01% 1847
2023
Q3 		$4.6K Buy
27
+1
+4% +$175 ﹤0.01% 1805
2023
Q2 		$4.27K Buy
26
+2
+8% +$297 ﹤0.01% 1883
2023
Q1 		$3.5K Sell
24
-3
-11% -$389 ﹤0.01% 2009
2022
Q4 		$3.11K Buy
27
+5
+23% +$581 ﹤0.01% 2034
2022
Q3 		$2K Buy
22
+19
+633% +$1.86K ﹤0.01% 2048
2022
Q2 		$0 Buy
+3
New +$258 ﹤0.01% 2570

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 $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 $3.37T AUM 44.26% 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

Lindbrook Capital's FIX Position: Q1 2025 in Review

Lindbrook Capital increased its Comfort Systems (FIX) stake by 204% in Q1 2025, buying an estimated $64.1K and bringing the position to 237 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #793.

Lindbrook Capital first reported a position in FIX in Q2 2022 and has held it in 12 quarters since. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Lindbrook Capital held 237 shares of Comfort Systems worth $76.4K as of Q1 2025.
  • Lindbrook Capital bought 159 Comfort Systems shares in Q1 2025, an estimated $64.1K.
  • Comfort Systems made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #793 holding.
  • Lindbrook Capital first reported a position in Comfort Systems in Q2 2022 and has held it in 12 quarters since.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.