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WealthPlan Investment Management’s Johnson Controls International JCI Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-1,283
Closed -$87.4K – 252
2023
Q2 		$87.4K Hold
1,283
– – 0.03% 162
2023
Q1 		$77.3K Buy
+1,283
New +$82.1K 0.01% 215

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's JCI Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Johnson Controls International (JCI) in Q3 2023, closing a stake of 1,283 shares — an estimated $87.4K sold.

WealthPlan Investment Management first reported a position in JCI in Q1 2023 and held it in 2 quarters. The position peaked at $87.4K in Q2 2023. 964 funds tracked by Wall St. Rank hold JCI as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Johnson Controls International position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,283 Johnson Controls International shares in Q3 2023, an estimated $87.4K.
  • WealthPlan Investment Management first reported a position in Johnson Controls International in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Johnson Controls International position peaked at $87.4K in Q2 2023.
  • 964 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.