PWA
FIX icon

Provenance Wealth Advisors’s Comfort Systems FIX Stock Holding History

Provenance Wealth 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 		$12.4K Hold
9
– – ﹤0.01% 301
2025
Q4 		$8.4K Hold
9
– – ﹤0.01% 315
2025
Q3 		$7.43K Hold
9
– – ﹤0.01% 339
2025
Q2 		$4.83K Hold
9
– – ﹤0.01% 344
2025
Q1 		$2.9K Hold
9
– – ﹤0.01% 379
2024
Q4 		$3.82K Hold
9
– – ﹤0.01% 384
2024
Q3 		$3.51K Hold
9
– – ﹤0.01% 422
2024
Q2 		$2.74K Hold
9
– – ﹤0.01% 353
2024
Q1 		$2.86K Hold
9
– – ﹤0.01% 376
2023
Q4 		$1.85K Buy
9
+1
+13% +$185 ﹤0.01% 464
2023
Q3 		$1.36K Buy
+8
New +$1.4K ﹤0.01% 363

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