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Sheaff Brock Investment Advisors’s Comfort Systems FIX Stock Holding History

Sheaff Brock Investment 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 		$1.51M Buy
4,670
+23
+0.5% +$9.28K 0.14% 133
2024
Q4 		$1.97M Buy
+4,647
New +$2.04M 0.17% 110

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

Sheaff Brock Investment Advisors's FIX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Comfort Systems (FIX) stake by 0.49% in Q1 2025, buying an estimated $9.28K and bringing the position to 4,670 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #133.

Sheaff Brock Investment Advisors first reported a position in FIX in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.97M in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,670 shares of Comfort Systems worth $1.51M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 23 Comfort Systems shares in Q1 2025, an estimated $9.28K.
  • Comfort Systems made up 0.14% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #133 holding.
  • Sheaff Brock Investment Advisors first reported a position in Comfort Systems in Q4 2024 and has held it in 2 quarters since.
  • Sheaff Brock Investment Advisors's Comfort Systems position peaked at $1.97M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.