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Buck Wealth Strategies’s Johnson Controls International JCI Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-65
Closed -$3.48K – 217
2023
Q3 		$3.48K Hold
65
– – ﹤0.01% 267
2023
Q2 		$4.44K Hold
65
– – ﹤0.01% 194
2023
Q1 		$3.9K Buy
+65
New +$4.16K ﹤0.01% 141

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Buck Wealth Strategies's JCI Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Johnson Controls International (JCI) in Q4 2023, closing a stake of 65 shares — an estimated $3.48K sold.

Buck Wealth Strategies first reported a position in JCI in Q1 2023 and held it in 3 quarters. The position peaked at $4.44K in Q2 2023. 1,001 funds tracked by Wall St. Rank hold JCI as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Johnson Controls International position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 65 Johnson Controls International shares in Q4 2023, an estimated $3.48K.
  • Buck Wealth Strategies first reported a position in Johnson Controls International in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Johnson Controls International position peaked at $4.44K in Q2 2023.
  • 1,001 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.