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Valued Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Valued Wealth 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
2024
Q4 		– Sell
-15
Closed -$1.17K – 666
2024
Q3 		$1.17K Buy
+15
New +$1.05K ﹤0.01% 431

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Valued Wealth Advisors's JCI Position: Q4 2024 in Review

Valued Wealth Advisors sold out of Johnson Controls International (JCI) in Q4 2024, closing a stake of 15 shares — an estimated $1.17K sold.

Valued Wealth Advisors first reported a position in JCI in Q3 2024 and held it in 1 quarter. The position peaked at $1.17K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold JCI as of Q4 2024.

  • Valued Wealth Advisors reported no remaining Johnson Controls International position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 15 Johnson Controls International shares in Q4 2024, an estimated $1.17K.
  • Valued Wealth Advisors first reported a position in Johnson Controls International in Q3 2024 and held it in 1 quarter.
  • Valued Wealth Advisors's Johnson Controls International position peaked at $1.17K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.