AWM
JCI icon

Accel Wealth Management’s Johnson Controls International JCI Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-125
Closed -$7.5K – 535
2023
Q1 		$7.5K Buy
125
+1
+0.8% +$64 ﹤0.01% 956
2022
Q4 		$7.96K Buy
124
+77
+164% +$4.71K ﹤0.01% 754
2022
Q3 		$3K Hold
47
– – ﹤0.01% 898
2022
Q2 		$2K Buy
+47
New +$2.62K ﹤0.01% 900

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Accel Wealth Management's JCI Position: Q2 2023 in Review

Accel Wealth Management sold out of Johnson Controls International (JCI) in Q2 2023, closing a stake of 125 shares — an estimated $7.5K sold.

Accel Wealth Management first reported a position in JCI in Q2 2022 and held it in 4 quarters. The position peaked at $7.96K in Q4 2022. 990 funds tracked by Wall St. Rank hold JCI as of Q2 2023.

  • Accel Wealth Management reported no remaining Johnson Controls International position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 125 Johnson Controls International shares in Q2 2023, an estimated $7.5K.
  • Accel Wealth Management first reported a position in Johnson Controls International in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Johnson Controls International position peaked at $7.96K in Q4 2022.
  • 990 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.