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Impact Partnership Wealth’s Johnson Controls International JCI Stock Holding History

Impact Partnership Wealth’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
2024
Q1 		– Sell
-18
Closed -$1.04K – 793
2023
Q4 		$1.04K Buy
+18
New +$945 ﹤0.01% 746
2023
Q3 		– Sell
-32
Closed -$2.18K – 1123
2023
Q2 		$2.18K Buy
+32
New +$1.97K ﹤0.01% 643

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Impact Partnership Wealth's JCI Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Johnson Controls International (JCI) in Q1 2024, closing a stake of 18 shares — an estimated $1.04K sold.

Impact Partnership Wealth first reported a position in JCI in Q2 2023 and held it in 2 quarters. The position peaked at $2.18K in Q2 2023. 1,017 funds tracked by Wall St. Rank hold JCI as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Johnson Controls International position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 18 Johnson Controls International shares in Q1 2024, an estimated $1.04K.
  • Impact Partnership Wealth first reported a position in Johnson Controls International in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Johnson Controls International position peaked at $2.18K in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.