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Retirement Planning Company of New England’s Johnson Controls International JCI Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-190
Closed -$15K – 568
2021
Q4 		$15K Buy
+190
New +$14.4K 0.01% 579

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State Street
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PAMS
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retirement Planning Company of New England's JCI Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Johnson Controls International (JCI) in Q1 2022, closing a stake of 190 shares — an estimated $15K sold.

Retirement Planning Company of New England first reported a position in JCI in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 944 funds tracked by Wall St. Rank hold JCI as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Johnson Controls International position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 190 Johnson Controls International shares in Q1 2022, an estimated $15K.
  • Retirement Planning Company of New England first reported a position in Johnson Controls International in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Johnson Controls International position peaked at $15K in Q4 2021.
  • 944 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.