Atlas Capital Advisors’s Johnson Controls International JCI Stock Holding History

Atlas Capital Advisors’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	-157	Closed	-$9.45K	–	906
2023 Q1	$9.45K	Hold	157	–	–	﹤0.01%	745
2022 Q4	$10K	Hold	157	–	–	﹤0.01%	728
2022 Q3	$7.73K	Sell	157 -120	-43%	-$6.36K	﹤0.01%	737
2022 Q2	$13.3K	Hold	277	–	–	﹤0.01%	724
2022 Q1	$18.2K	Sell	277 -150	-35%	-$10.3K	﹤0.01%	647
2021 Q4	$34.7K	Hold	427	–	–	0.01%	575
2021 Q3	$29.1K	Hold	427	–	–	﹤0.01%	594
2021 Q2	$29.3K	Hold	427	–	–	﹤0.01%	602
2021 Q1	$25.5K	Buy	+427	New	+$23.5K	0.01%	568
2020 Q2	–	Sell	-532	Closed	-$14.3K	–	708
2020 Q1	$14.3K	Sell	532 -71	-12%	-$2.65K	﹤0.01%	553
2019 Q4	$24.5K	Buy	+603	New	+$25.4K	0.01%	525
2019 Q1	–	Sell	-327	Closed	-$9.7K	–	578
2018 Q4	$9.7K	Sell	327 -223	-41%	-$7.36K	﹤0.01%	509
2018 Q3	$19.7K	Buy	+550	New	+$20.3K	0.01%	475

Other funds holding JCI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Atlas Capital Advisors's JCI Position: Q2 2023 in Review

Atlas Capital Advisors sold out of Johnson Controls International (JCI) in Q2 2023, closing a stake of 157 shares — an estimated $9.45K sold.

Atlas Capital Advisors first reported a position in JCI in Q3 2018 and held it in 13 quarters. The position peaked at $34.7K in Q4 2021. 990 funds tracked by Wall St. Rank hold JCI as of Q2 2023.

Atlas Capital Advisors reported no remaining Johnson Controls International position as of Q2 2023 after selling out during the quarter.
Atlas Capital Advisors sold 157 Johnson Controls International shares in Q2 2023, an estimated $9.45K.
Atlas Capital Advisors first reported a position in Johnson Controls International in Q3 2018 and held it in 13 quarters.
Atlas Capital Advisors's Johnson Controls International position peaked at $34.7K in Q4 2021.
990 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.