Lake Point Wealth Management’s Johnson Controls International JCI Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$1K	Sell	25 -30	-55%	-$1.67K	﹤0.01%	386
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	266
2021 Q4	$4K	Hold	55	–	–	﹤0.01%	278
2021 Q3	$4K	Hold	55	–	–	﹤0.01%	261
2021 Q2	$4K	Buy	+55	New	+$3.55K	﹤0.01%	271
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	331
2019 Q4	$1K	Buy	+25	New	+$1.05K	﹤0.01%	567
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	613
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	612
2018 Q4	$1K	Buy	+25	New	+$825	﹤0.01%	762

Other funds holding JCI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

PAMS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's JCI Position: Q2 2022 in Review

Lake Point Wealth Management reduced its Johnson Controls International (JCI) stake by 55% in Q2 2022, selling an estimated $1.67K and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Lake Point Wealth Management first reported a position in JCI in Q4 2018 and has held it in 10 quarters since. The position peaked at $4K in Q1 2022. 882 funds tracked by Wall St. Rank hold JCI as of Q2 2022.

Lake Point Wealth Management held 25 shares of Johnson Controls International worth $1K as of Q2 2022.
Lake Point Wealth Management sold 30 Johnson Controls International shares in Q2 2022, an estimated $1.67K.
Johnson Controls International made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #386 holding.
Lake Point Wealth Management first reported a position in Johnson Controls International in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Johnson Controls International position peaked at $4K in Q1 2022.
882 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.