SW
FIX icon

SkyOak Wealth’s Comfort Systems FIX Stock Holding History

SkyOak Wealth’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 		– Sell
-412
Closed -$385K – 262
2025
Q4 		$385K Sell
412
-95
-19% -$87.7K 0.07% 153
2025
Q3 		$418K Sell
507
-354
-41% -$240K 0.08% 142
2025
Q2 		$462K Hold
861
– – 0.09% 131
2025
Q1 		$278K Sell
861
-319
-27% -$129K 0.06% 180
2024
Q4 		$500K Sell
1,180
-97
-8% -$42.6K 0.11% 115
2024
Q3 		$498K Sell
1,277
-177
-12% -$58.3K 0.11% 113
2024
Q2 		$442K Sell
1,454
-203
-12% -$64.5K 0.1% 130
2024
Q1 		$526K Sell
1,657
-112
-6% -$28.6K 0.13% 117
2023
Q4 		$364K Sell
1,769
-37
-2% -$6.84K 0.09% 147
2023
Q3 		$308K Sell
1,806
-168
-9% -$29.5K 0.09% 160
2023
Q2 		$324K Buy
1,974
+111
+6% +$16.5K 0.09% 162
2023
Q1 		$272K Buy
+1,863
New +$242K 0.08% 172
2022
Q1 		– Sell
-2,666
Closed -$264K – 250
2021
Q4 		$264K Buy
+2,666
New +$246K 0.07% 190

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