Whipplewood Advisors’s Comfort Systems FIX Stock Holding History

Whipplewood Advisors’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 Q2	–	Sell	-43	Closed	-$26.8K	–	1222
2025 Q1	$26.8K	Buy	+43	New	+$17.3K	0.02%	399

Other funds holding FIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Whipplewood Advisors's FIX Position: Q2 2025 in Review

Whipplewood Advisors sold out of Comfort Systems (FIX) in Q2 2025, closing a stake of 43 shares — an estimated $26.8K sold.

Whipplewood Advisors first reported a position in FIX in Q1 2025 and held it in 1 quarter. The position peaked at $26.8K in Q1 2025. 754 funds tracked by Wall St. Rank hold FIX as of Q2 2025.

Whipplewood Advisors reported no remaining Comfort Systems position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 43 Comfort Systems shares in Q2 2025, an estimated $26.8K.
Whipplewood Advisors first reported a position in Comfort Systems in Q1 2025 and held it in 1 quarter.
Whipplewood Advisors's Comfort Systems position peaked at $26.8K in Q1 2025.
754 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.