BDO Wealth Advisors’s Johnson Controls International JCI Stock Holding History

BDO 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
2023 Q2	$29.1K	Buy	427 +253	+145%	+$15.6K	﹤0.01%	520
2023 Q1	$10.5K	Sell	174 -94	-35%	-$6.02K	﹤0.01%	695
2022 Q4	$17.2K	Sell	268 -11	-4%	-$673	﹤0.01%	600
2022 Q3	$14K	Hold	279	–	–	﹤0.01%	643
2022 Q2	$13K	Hold	279	–	–	﹤0.01%	640
2022 Q1	$18K	Hold	279	–	–	﹤0.01%	609
2021 Q4	$23K	Buy	279 +188	+207%	+$14.2K	﹤0.01%	593
2021 Q3	$6K	Hold	91	–	–	﹤0.01%	803
2021 Q2	$6K	Hold	91	–	–	﹤0.01%	838
2021 Q1	$5K	Hold	91	–	–	﹤0.01%	840
2020 Q4	$4K	Hold	91	–	–	﹤0.01%	667
2020 Q3	$4K	Buy	+91	New	+$3.56K	﹤0.01%	585
2019 Q2	–	Sell	-71	Closed	-$3K	–	652
2019 Q1	$3K	Hold	71	–	–	﹤0.01%	541
2018 Q4	$2K	Hold	71	–	–	﹤0.01%	497
2018 Q3	$2K	Hold	71	–	–	﹤0.01%	562
2018 Q2	$2K	Hold	71	–	–	﹤0.01%	587
2018 Q1	$3K	Hold	71	–	–	﹤0.01%	477
2017 Q4	$3K	Hold	71	–	–	﹤0.01%	407
2017 Q3	$3K	Hold	71	–	–	﹤0.01%	377
2017 Q2	$3K	Buy	+71	New	+$2.97K	﹤0.01%	474

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

BDO Wealth Advisors's JCI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Johnson Controls International (JCI) stake by 145% in Q2 2023, buying an estimated $15.6K and bringing the position to 427 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

BDO Wealth Advisors first reported a position in JCI in Q2 2017 and has held it in 20 quarters since. 990 funds tracked by Wall St. Rank hold JCI as of Q2 2023.

BDO Wealth Advisors held 427 shares of Johnson Controls International worth $29.1K as of Q2 2023.
BDO Wealth Advisors bought 253 Johnson Controls International shares in Q2 2023, an estimated $15.6K.
Johnson Controls International made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #520 holding.
BDO Wealth Advisors first reported a position in Johnson Controls International in Q2 2017 and has held it in 20 quarters since.
990 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.