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CFM Wealth Partners’s Johnson Controls International JCI Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-1,710
Closed -$58K – 319
2020
Q2 		$58K Hold
1,710
– – 0.02% 263
2020
Q1 		$46K Buy
+1,710
New +$63.7K 0.02% 275

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

CFM Wealth Partners's JCI Position: Q3 2020 in Review

CFM Wealth Partners sold out of Johnson Controls International (JCI) in Q3 2020, closing a stake of 1,710 shares — an estimated $58K sold.

CFM Wealth Partners first reported a position in JCI in Q1 2020 and held it in 2 quarters. The position peaked at $58K in Q2 2020. 740 funds tracked by Wall St. Rank hold JCI as of Q3 2020.

  • CFM Wealth Partners reported no remaining Johnson Controls International position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,710 Johnson Controls International shares in Q3 2020, an estimated $58K.
  • CFM Wealth Partners first reported a position in Johnson Controls International in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's Johnson Controls International position peaked at $58K in Q2 2020.
  • 740 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.