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TFO Wealth Partners’s Johnson Controls International JCI Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-7
Closed -$457 – 412
2024
Q1 		$457 Hold
7
– – ﹤0.01% 286
2023
Q4 		$403 Sell
7
-7
-50% -$367 ﹤0.01% 403
2023
Q3 		$954 Buy
14
+7
+100% +$432 ﹤0.01% 294
2023
Q2 		$477 Hold
7
– – ﹤0.01% 291
2023
Q1 		$422 Sell
7
-40
-85% -$2.56K ﹤0.01% 286
2022
Q4 		$846 Buy
+47
New +$2.88K ﹤0.01% 397

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

TFO Wealth Partners's JCI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Johnson Controls International (JCI) in Q2 2024, closing a stake of 7 shares — an estimated $457 sold.

TFO Wealth Partners first reported a position in JCI in Q4 2022 and held it in 6 quarters. The position peaked at $954 in Q3 2023. 1,050 funds tracked by Wall St. Rank hold JCI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Johnson Controls International position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Johnson Controls International shares in Q2 2024, an estimated $457.
  • TFO Wealth Partners first reported a position in Johnson Controls International in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Johnson Controls International position peaked at $954 in Q3 2023.
  • 1,050 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.