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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$490K Buy
10,231
+2,675
+35% +$149K 0.04% 245
2022
Q1
$495K Buy
7,556
+2,694
+55% +$185K 0.03% 262
2021
Q4
$395K Buy
4,862
+1,880
+63% +$142K 0.03% 293
2021
Q3
$203K Buy
+2,982
New +$215K 0.01% 359

Other funds holding JCI

Altium Wealth Management's JCI Position: Q2 2022 in Review

Altium Wealth Management increased its Johnson Controls International (JCI) stake by 35% in Q2 2022, buying an estimated $149K and bringing the position to 10,231 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #245.

Altium Wealth Management first reported a position in JCI in Q3 2021 and has held it in 4 quarters since. The position peaked at $495K in Q1 2022. 882 funds tracked by Wall St. Rank hold JCI as of Q2 2022.

  • Altium Wealth Management held 10,231 shares of Johnson Controls International worth $490K as of Q2 2022.
  • Altium Wealth Management bought 2,675 Johnson Controls International shares in Q2 2022, an estimated $149K.
  • Johnson Controls International made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #245 holding.
  • Altium Wealth Management first reported a position in Johnson Controls International in Q3 2021 and has held it in 4 quarters since.
  • Altium Wealth Management's Johnson Controls International position peaked at $495K in Q1 2022.
  • 882 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.