Acima Private Wealth’s Johnson Controls International JCI Stock Holding History

Acima Private Wealth’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 Q4	–	Sell	-71	Closed	-$3.78K	–	250
2023 Q3	$3.78K	Hold	71	–	–	﹤0.01%	237
2023 Q2	$4.84K	Hold	71	–	–	﹤0.01%	241
2023 Q1	$4.28K	Buy	+71	New	+$4.55K	﹤0.01%	258
2019 Q1	–	Sell	-21	Closed	-$1K	–	284
2018 Q4	$1K	Buy	+21	New	+$693	﹤0.01%	278

Other funds holding JCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acima Private Wealth's JCI Position: Q4 2023 in Review

Acima Private Wealth sold out of Johnson Controls International (JCI) in Q4 2023, closing a stake of 71 shares — an estimated $3.78K sold.

Acima Private Wealth first reported a position in JCI in Q4 2018 and held it in 4 quarters. The position peaked at $4.84K in Q2 2023. 1,001 funds tracked by Wall St. Rank hold JCI as of Q4 2023.

Acima Private Wealth reported no remaining Johnson Controls International position as of Q4 2023 after selling out during the quarter.
Acima Private Wealth sold 71 Johnson Controls International shares in Q4 2023, an estimated $3.78K.
Acima Private Wealth first reported a position in Johnson Controls International in Q4 2018 and held it in 4 quarters.
Acima Private Wealth's Johnson Controls International position peaked at $4.84K in Q2 2023.
1,001 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.