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Axim Planning & Wealth’s Johnson Controls International JCI Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-165
Closed -$8K – 107
2022
Q3 		$8K Hold
165
– – 0.01% 119
2022
Q2 		$8K Buy
+165
New +$9.19K 0.01% 99

Other funds holding JCI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axim Planning & Wealth's JCI Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Johnson Controls International (JCI) in Q4 2022, closing a stake of 165 shares — an estimated $8K sold.

Axim Planning & Wealth first reported a position in JCI in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 962 funds tracked by Wall St. Rank hold JCI as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Johnson Controls International position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 165 Johnson Controls International shares in Q4 2022, an estimated $8K.
  • Axim Planning & Wealth first reported a position in Johnson Controls International in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Johnson Controls International position peaked at $8K in Q3 2022.
  • 962 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.