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Fortem Financial Group’s Johnson Controls International JCI Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-95
Closed -$4K – 306
2020
Q4 		$4K Buy
+95
New +$4.22K ﹤0.01% 419

Other funds holding JCI

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortem Financial Group's JCI Position: Q1 2021 in Review

Fortem Financial Group sold out of Johnson Controls International (JCI) in Q1 2021, closing a stake of 95 shares — an estimated $4K sold.

Fortem Financial Group first reported a position in JCI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 867 funds tracked by Wall St. Rank hold JCI as of Q1 2021.

  • Fortem Financial Group reported no remaining Johnson Controls International position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 95 Johnson Controls International shares in Q1 2021, an estimated $4K.
  • Fortem Financial Group first reported a position in Johnson Controls International in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Johnson Controls International position peaked at $4K in Q4 2020.
  • 867 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.