AWM
JCI icon

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

Avitas Wealth Management’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
2022
Q2 		– Sell
-22,229
Closed -$1.46M – 212
2022
Q1 		$1.46M Buy
+22,229
New +$1.53M 0.26% 104

Other funds holding JCI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avitas Wealth Management sold out of Johnson Controls International (JCI) in Q2 2022, closing a stake of 22,229 shares — an estimated $1.46M sold.

Avitas Wealth Management first reported a position in JCI in Q1 2022 and held it in 1 quarter. The position peaked at $1.46M in Q1 2022. 882 funds tracked by Wall St. Rank hold JCI as of Q2 2022.

  • Avitas Wealth Management reported no remaining Johnson Controls International position as of Q2 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 22,229 Johnson Controls International shares in Q2 2022, an estimated $1.46M.
  • Avitas Wealth Management first reported a position in Johnson Controls International in Q1 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Johnson Controls International position peaked at $1.46M in Q1 2022.
  • 882 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2022.

Based on Avitas Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.