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

Evolution 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
2021 Q4	–	Sell	-63	Closed	-$4K	–	396
2021 Q3	$4K	Hold	63	–	–	﹤0.01%	559
2021 Q2	$4K	Hold	63	–	–	﹤0.01%	552
2021 Q1	$4K	Hold	63	–	–	﹤0.01%	558
2020 Q4	$3K	Hold	63	–	–	﹤0.01%	522
2020 Q3	$3K	Hold	63	–	–	﹤0.01%	503
2020 Q2	$2K	Buy	+63	New	+$1.94K	﹤0.01%	484
2020 Q1	–	Sell	-138	Closed	-$6K	–	493
2019 Q4	$6K	Buy	+138	New	+$5.82K	﹤0.01%	372
2019 Q3	–	Sell	-148	Closed	-$6K	–	541
2019 Q2	$6K	Buy	+148	New	+$5.69K	﹤0.01%	239

Other funds holding JCI

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Evolution Wealth Advisors's JCI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Johnson Controls International (JCI) in Q4 2021, closing a stake of 63 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in JCI in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 1,012 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

Evolution Wealth Advisors reported no remaining Johnson Controls International position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 63 Johnson Controls International shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in Johnson Controls International in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Johnson Controls International position peaked at $6K in Q4 2019.
1,012 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.