Question 1

How many shares of FIX does Envestnet Portfolio Solutions, Inc. own?

Accepted Answer

As of 2026-Q1, Envestnet Portfolio Solutions, Inc. holds 359 shares of FIX (COMFORT SYS USA INC).

Question 2

What is Envestnet Portfolio Solutions, Inc.'s FIX position worth?

Accepted Answer

As of 2026-Q1, Envestnet Portfolio Solutions, Inc.'s FIX position is worth $495,396.

Question 3

Is Envestnet Portfolio Solutions, Inc. buying or selling FIX?

Accepted Answer

In 2026-Q1, Envestnet Portfolio Solutions, Inc. decreased their FIX position (-31.4% change in shares).

Question 4

When did Envestnet Portfolio Solutions, Inc. first buy FIX?

Accepted Answer

Based on available 13F filings, Envestnet Portfolio Solutions, Inc. first reported a position in FIX in 2024-Q2. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	359	-31.4%	$495,396	0.0%	$1,391.16	0
2025-Q4	Increased	523	+3.6%	$488,398	0.0%	$946.93	25
2025-Q3	Decreased	505	-3.6%	$416,963	0.0%	$801.31	0
2025-Q2	Decreased	524	-36.4%	$281,138	0.0%	$534.29	0
2025-Q1	Decreased	824	-45.9%	$265,688	0.0%	$323.37	0
2024-Q4	Decreased	1,524	-19.9%	$646,333	0.0%	$427.78	0
2024-Q3	Decreased	1,903	-0.4%	$742,825	0.0%	$388.39	0
2024-Q2	Decreased	1,911	-35.3%	$581,112	0.0%	$302.52	0