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TFC Financial Management’s Comfort Systems FIX Stock Holding History

TFC Financial Management’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 		– Sell
-1
Closed -$425 – 987
2024
Q4 		$425 Buy
+1
New +$439 ﹤0.01% 679
2024
Q3 		– Sell
-1
Closed -$305 – 1038
2024
Q2 		$305 Buy
+1
New +$318 ﹤0.01% 697

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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFC Financial Management's FIX Position: Q1 2025 in Review

TFC Financial Management sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 1 share — an estimated $425 sold.

TFC Financial Management first reported a position in FIX in Q2 2024 and held it in 2 quarters. The position peaked at $425 in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

  • TFC Financial Management reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Comfort Systems share in Q1 2025, an estimated $425.
  • TFC Financial Management first reported a position in Comfort Systems in Q2 2024 and held it in 2 quarters.
  • TFC Financial Management's Comfort Systems position peaked at $425 in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.