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

Wealth Management 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
2022
Q2 		– Sell
-5,000
Closed -$299K – 109
2022
Q1 		$299K Buy
+5,000
New +$344K 0.21% 87

Other funds holding JCI

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Dodge & Cox
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Management Partners's JCI Position: Q2 2022 in Review

Wealth Management Partners sold out of Johnson Controls International (JCI) in Q2 2022, closing a stake of 5,000 shares — an estimated $299K sold.

Wealth Management Partners first reported a position in JCI in Q1 2022 and held it in 1 quarter. The position peaked at $299K in Q1 2022. 882 funds tracked by Wall St. Rank hold JCI as of Q2 2022.

  • Wealth Management Partners reported no remaining Johnson Controls International position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Partners sold 5,000 Johnson Controls International shares in Q2 2022, an estimated $299K.
  • Wealth Management Partners first reported a position in Johnson Controls International in Q1 2022 and held it in 1 quarter.
  • Wealth Management Partners's Johnson Controls International position peaked at $299K in Q1 2022.
  • 882 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2022.

Based on Wealth Management Partners's 13F filing for Q2 2022, filed 15 Jul 2022.