VIA
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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
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