Global Wealth Management Investment Advisory’s Johnson Controls International JCI Stock Holding History

Global Wealth Management Investment Advisory’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	-334	Closed	-$23K	–	481
2021 Q3	$23K	Buy	+334	New	+$24.1K	0.01%	251
2020 Q3	–	Sell	-408	Closed	-$14K	–	536
2020 Q2	$14K	Hold	408	–	–	0.01%	311
2020 Q1	$11K	Hold	408	–	–	0.01%	323
2019 Q4	$17K	Hold	408	–	–	0.01%	283
2019 Q3	$18K	Sell	408 -15	-4%	-$635	0.01%	262
2019 Q2	$17K	Buy	423 +15	+4%	+$577	0.01%	295
2019 Q1	$15K	Hold	408	–	–	0.01%	334
2018 Q4	$12K	Buy	+408	New	+$13.5K	0.01%	357

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

Global Wealth Management Investment Advisory's JCI Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Johnson Controls International (JCI) in Q4 2021, closing a stake of 334 shares — an estimated $23K sold.

Global Wealth Management Investment Advisory first reported a position in JCI in Q4 2018 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 1,012 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining Johnson Controls International position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 334 Johnson Controls International shares in Q4 2021, an estimated $23K.
Global Wealth Management Investment Advisory first reported a position in Johnson Controls International in Q4 2018 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Johnson Controls International position peaked at $23K in Q3 2021.
1,012 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.