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Atlas Private Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Atlas Private Wealth 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
2021
Q4 		– Sell
-6
Closed – – 437
2021
Q3 		$0 Hold
6
– – ﹤0.01% 783
2021
Q2 		$0 Sell
6
-47
-89% -$3.03K ﹤0.01% 865
2021
Q1 		$3K Buy
53
+21
+66% +$1.15K ﹤0.01% 690
2020
Q4 		$1K Hold
32
– – ﹤0.01% 719
2020
Q3 		$1K Hold
32
– – ﹤0.01% 633
2020
Q2 		$1K Buy
+32
New +$984 ﹤0.01% 663

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Atlas Private Wealth Advisors's JCI Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Johnson Controls International (JCI) in Q4 2021, closing a stake of 6 shares.

Atlas Private Wealth Advisors first reported a position in JCI in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 1,014 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Johnson Controls International position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 6 Johnson Controls International shares in Q4 2021.
  • Atlas Private Wealth Advisors first reported a position in Johnson Controls International in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Johnson Controls International position peaked at $3K in Q1 2021.
  • 1,014 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.