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

ShoreHaven 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
2021
Q2 		– Sell
-44
Closed -$3K – 155
2021
Q1 		$3K Hold
44
– – ﹤0.01% 235
2020
Q4 		$2K Buy
+44
New +$1.96K ﹤0.01% 223

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Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

ShoreHaven Wealth Partners's JCI Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Johnson Controls International (JCI) in Q2 2021, closing a stake of 44 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in JCI in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 899 funds tracked by Wall St. Rank hold JCI as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Johnson Controls International position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 44 Johnson Controls International shares in Q2 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in Johnson Controls International in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Johnson Controls International position peaked at $3K in Q1 2021.
  • 899 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.