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Fortem Financial Group’s Levi Strauss LEVI Stock Holding History

Fortem Financial Group’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-250
Closed -$5K – 316
2020
Q4 		$5K Buy
+250
New +$4.47K ﹤0.01% 403

Other funds holding LEVI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fortem Financial Group sold out of Levi Strauss (LEVI) in Q1 2021, closing a stake of 250 shares — an estimated $5K sold.

Fortem Financial Group first reported a position in LEVI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 179 funds tracked by Wall St. Rank hold LEVI as of Q1 2021.

  • Fortem Financial Group reported no remaining Levi Strauss position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 250 Levi Strauss shares in Q1 2021, an estimated $5K.
  • Fortem Financial Group first reported a position in Levi Strauss in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Levi Strauss position peaked at $5K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2021.

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