Virtus Investment Advisers’s Comfort Systems FIX Stock Holding History

Virtus Investment Advisers’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	-4,086	Closed	-$1.73M	–	549
2024 Q4	$1.73M	Buy	4,086 +2,037	+99%	+$894K	1.36%	6
2024 Q3	$800K	Hold	2,049	–	–	0.63%	35
2024 Q2	$623K	Sell	2,049 -996	-33%	-$317K	0.53%	53
2024 Q1	$967K	Hold	3,045	–	–	0.69%	35
2023 Q4	$626K	Sell	3,045 -728	-19%	-$135K	0.47%	56
2023 Q3	$643K	Hold	3,773	–	–	0.44%	56
2023 Q2	$620K	Hold	3,773	–	–	0.42%	70
2023 Q1	$551K	Buy	3,773 +602	+19%	+$78.1K	0.39%	83
2022 Q4	$365K	Hold	3,171	–	–	0.24%	127
2022 Q3	$309K	Buy	+3,171	New	+$311K	0.14%	141

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Virtus Investment Advisers's FIX Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Comfort Systems (FIX) in Q1 2025, closing a stake of 4,086 shares — an estimated $1.73M sold.

Virtus Investment Advisers first reported a position in FIX in Q3 2022 and held it in 10 quarters. The position peaked at $1.73M in Q4 2024. 631 funds tracked by Wall St. Rank hold FIX as of Q1 2025.

Virtus Investment Advisers reported no remaining Comfort Systems position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 4,086 Comfort Systems shares in Q1 2025, an estimated $1.73M.
Virtus Investment Advisers first reported a position in Comfort Systems in Q3 2022 and held it in 10 quarters.
Virtus Investment Advisers's Comfort Systems position peaked at $1.73M in Q4 2024.
631 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.