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

Visionary 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
2023 Q1	–	Sell	-6,244	Closed	-$400K	–	466
2022 Q4	$400K	Buy	6,244 +2	+0%	+$122	0.04%	269
2022 Q3	$307K	Sell	6,242 -30	-0.5%	-$1.59K	0.03%	291
2022 Q2	$300K	Sell	6,272 -730	-10%	-$40.7K	0.03%	324
2022 Q1	$459K	Sell	7,002 -1,259	-15%	-$86.7K	0.04%	261
2021 Q4	$672K	Buy	8,261 +476	+6%	+$36K	0.06%	195
2021 Q3	$530K	Buy	7,785 +1,077	+16%	+$77.8K	0.05%	182
2021 Q2	$460K	Buy	+6,708	New	+$433K	0.05%	210

Other funds holding JCI

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Visionary Wealth Advisors's JCI Position: Q1 2023 in Review

Visionary Wealth Advisors sold out of Johnson Controls International (JCI) in Q1 2023, closing a stake of 6,244 shares — an estimated $400K sold.

Visionary Wealth Advisors first reported a position in JCI in Q2 2021 and held it in 7 quarters. The position peaked at $672K in Q4 2021. 961 funds tracked by Wall St. Rank hold JCI as of Q1 2023.

Visionary Wealth Advisors reported no remaining Johnson Controls International position as of Q1 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 6,244 Johnson Controls International shares in Q1 2023, an estimated $400K.
Visionary Wealth Advisors first reported a position in Johnson Controls International in Q2 2021 and held it in 7 quarters.
Visionary Wealth Advisors's Johnson Controls International position peaked at $672K in Q4 2021.
961 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2023.

Based on Visionary Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.