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Dixon Hughes Goodman Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$70K Buy
1,065
+1,018
+2,166% +$70.1K 0.02% 275
2021
Q4 		$4K Buy
+47
New +$3.56K ﹤0.01% 588

Other funds holding JCI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's JCI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Johnson Controls International (JCI) stake by 2,166% in Q1 2022, buying an estimated $70.1K and bringing the position to 1,065 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #275.

Dixon Hughes Goodman Wealth Advisors first reported a position in JCI in Q4 2021 and has held it in 2 quarters since. 943 funds tracked by Wall St. Rank hold JCI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,065 shares of Johnson Controls International worth $70K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,018 Johnson Controls International shares in Q1 2022, an estimated $70.1K.
  • Johnson Controls International made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #275 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Johnson Controls International in Q4 2021 and has held it in 2 quarters since.
  • 943 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.