Paradigm Financial Advisors’s Johnson Controls International JCI Stock Holding History

Paradigm Financial Advisors’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	$355K	Sell	4,360 -115	-3%	-$8.7K	0.08%	152
2021 Q3	$305K	Buy	4,475 +200	+5%	+$14.4K	0.07%	160
2021 Q2	$293K	Buy	4,275 +190	+5%	+$12.3K	0.07%	164
2021 Q1	$244K	Buy	+4,085	New	+$225K	0.06%	168

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

Paradigm Financial Advisors's JCI Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Johnson Controls International (JCI) stake by 2.6% in Q4 2021, selling an estimated $8.7K and leaving 4,360 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #152.

Paradigm Financial Advisors first reported a position in JCI in Q1 2021 and has held it in 4 quarters since. 1,012 funds tracked by Wall St. Rank hold JCI as of Q4 2021.

Paradigm Financial Advisors held 4,360 shares of Johnson Controls International worth $355K as of Q4 2021.
Paradigm Financial Advisors sold 115 Johnson Controls International shares in Q4 2021, an estimated $8.7K.
Johnson Controls International made up 0.08% of Paradigm Financial Advisors's portfolio in Q4 2021, its #152 holding.
Paradigm Financial Advisors first reported a position in Johnson Controls International in Q1 2021 and has held it in 4 quarters since.
1,012 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.