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Garrett Wealth Advisory Group’s Johnson Controls International JCI Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-602
Closed -$26.4K – 358
2019
Q3 		$26.4K Buy
+602
New +$25.5K 0.02% 182

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Garrett Wealth Advisory Group's JCI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Johnson Controls International (JCI) in Q4 2019, closing a stake of 602 shares — an estimated $26.4K sold.

Garrett Wealth Advisory Group first reported a position in JCI in Q3 2019 and held it in 1 quarter. The position peaked at $26.4K in Q3 2019. 814 funds tracked by Wall St. Rank hold JCI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Johnson Controls International position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 602 Johnson Controls International shares in Q4 2019, an estimated $26.4K.
  • Garrett Wealth Advisory Group first reported a position in Johnson Controls International in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Johnson Controls International position peaked at $26.4K in Q3 2019.
  • 814 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.