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WealthTrak Capital Management’s Comfort Systems FIX Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-5
Closed -$2.68K – 381
2025
Q2 		$2.68K Buy
5
+1
+25% +$436 ﹤0.01% 397
2025
Q1 		$1.29K Buy
+4
New +$1.61K ﹤0.01% 469

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthTrak Capital Management's FIX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Comfort Systems (FIX) in Q3 2025, closing a stake of 5 shares — an estimated $2.68K sold.

WealthTrak Capital Management first reported a position in FIX in Q1 2025 and held it in 2 quarters. The position peaked at $2.68K in Q2 2025. 884 funds tracked by Wall St. Rank hold FIX as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Comfort Systems position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Comfort Systems shares in Q3 2025, an estimated $2.68K.
  • WealthTrak Capital Management first reported a position in Comfort Systems in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Comfort Systems position peaked at $2.68K in Q2 2025.
  • 884 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.