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Artemis Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Artemis Wealth Advisors’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-900
Closed -$36.6K – 99
2019
Q4 		$36.6K Buy
+900
New +$38K 0.01% 63

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BlackRock
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Artemis Wealth Advisors's JCI Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Johnson Controls International (JCI) in Q1 2020, closing a stake of 900 shares — an estimated $36.6K sold.

Artemis Wealth Advisors first reported a position in JCI in Q4 2019 and held it in 1 quarter. The position peaked at $36.6K in Q4 2019. 707 funds tracked by Wall St. Rank hold JCI as of Q1 2020.

  • Artemis Wealth Advisors reported no remaining Johnson Controls International position as of Q1 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 900 Johnson Controls International shares in Q1 2020, an estimated $36.6K.
  • Artemis Wealth Advisors first reported a position in Johnson Controls International in Q4 2019 and held it in 1 quarter.
  • Artemis Wealth Advisors's Johnson Controls International position peaked at $36.6K in Q4 2019.
  • 707 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.