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Castle Financial & Retirement Planning Associates’s Johnson Controls International JCI Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$8K Buy
+125
New +$9.46K 0.03% 115

Other funds holding JCI

Dodge & Cox
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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's JCI Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Johnson Controls International (JCI) in Q4 2021: 125 shares worth $8K. The stake represents 0.03% of the portfolio and ranks #115 among its holdings.

1,014 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 125 shares of Johnson Controls International worth $8K as of Q4 2021.
  • Johnson Controls International was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Johnson Controls International made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #115 holding.
  • 1,014 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.