FWA
JCI icon

Freedom Wealth Alliance’s Johnson Controls International JCI Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-1,880
Closed -$120K – 259
2022
Q4 		$120K Buy
+1,880
New +$115K 0.17% 81

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Freedom Wealth Alliance's JCI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Johnson Controls International (JCI) in Q1 2023, closing a stake of 1,880 shares — an estimated $120K sold.

Freedom Wealth Alliance first reported a position in JCI in Q4 2022 and held it in 1 quarter. The position peaked at $120K in Q4 2022. 961 funds tracked by Wall St. Rank hold JCI as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Johnson Controls International position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,880 Johnson Controls International shares in Q1 2023, an estimated $120K.
  • Freedom Wealth Alliance first reported a position in Johnson Controls International in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Johnson Controls International position peaked at $120K in Q4 2022.
  • 961 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.