PTC
FIX icon

Private Trust Company’s Comfort Systems FIX Stock Holding History

Private Trust Company’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 		$66.2K Sell
48
-14
-23% -$17.8K 0.01% 1185
2025
Q4 		$57.9K Sell
62
-4
-6% -$3.69K 0.01% 1232
2025
Q3 		$54.5K Sell
66
-16
-20% -$10.8K ﹤0.01% 1232
2025
Q2 		$44K Sell
82
-21
-20% -$9.15K ﹤0.01% 1276
2025
Q1 		$33.2K Sell
103
-3
-3% -$1.21K ﹤0.01% 1353
2024
Q4 		$45K Buy
106
+31
+41% +$13.6K ﹤0.01% 1206
2024
Q3 		$29.3K Hold
75
– – ﹤0.01% 1325
2024
Q2 		$22.8K Buy
75
+39
+108% +$12.4K ﹤0.01% 1402
2024
Q1 		$11.4K Sell
36
-40
-53% -$10.2K ﹤0.01% 1618
2023
Q4 		$15.6K Buy
76
+30
+65% +$5.54K ﹤0.01% 1496
2023
Q3 		$7.84K Hold
46
– – ﹤0.01% 1689
2023
Q2 		$7.55K Sell
46
-20
-30% -$2.97K ﹤0.01% 1737
2023
Q1 		$9.63K Sell
66
-14
-18% -$1.82K ﹤0.01% 1593
2022
Q4 		$9K Sell
80
-20
-20% -$2.33K ﹤0.01% 1583
2022
Q3 		$10K Hold
100
– – ﹤0.01% 1447
2022
Q2 		$8K Buy
+100
New +$8.6K ﹤0.01% 1578

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VCM
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VPM
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State Street
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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
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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