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AWS
Atria Wealth Solutions’s
Johnson Controls International
JCI
Stock Holding History
Atria Wealth Solutions’s Portfolio
JCI Stock Details
JCI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$1.36M
Sell
12,830
-16,457
-56%
-$1.51M
0.03%
530
2025
Q1
$2.35M
Buy
29,287
+1,184
+4%
+$97.4K
0.03%
575
2024
Q4
$2.22M
Buy
28,103
+3,933
+16%
+$316K
0.02%
608
2024
Q3
$1.88M
Buy
24,170
+331
+1%
+$23.2K
0.02%
665
2024
Q2
$1.59M
Buy
23,839
+7,899
+50%
+$532K
0.02%
711
2024
Q1
$1.05M
Sell
15,940
-155
-1%
-$9.03K
0.01%
889
2023
Q4
$929K
Sell
16,095
-3,553
-18%
-$187K
0.01%
893
2023
Q3
$1.05M
Sell
19,648
-152
-0.8%
-$9.38K
0.01%
790
2023
Q2
$1.35M
Buy
19,800
+2,738
+16%
+$168K
0.02%
718
2023
Q1
$1.03M
Buy
17,062
+1,371
+9%
+$87.8K
0.02%
786
2022
Q4
$1.01M
Buy
15,691
+4,107
+35%
+$251K
0.02%
739
2022
Q3
$571K
Buy
11,584
+4,657
+67%
+$247K
0.01%
955
2022
Q2
$334K
Sell
6,927
-5,470
-44%
-$305K
0.01%
1156
2022
Q1
$816K
Buy
+12,397
New
+$853K
0.01%
817
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
$5.7T AUM
30.48%
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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