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WealthPLAN Partners’s Johnson Controls International JCI Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-952
Closed -$64.9K – 732
2023
Q2 		$64.9K Hold
952
– – 0.01% 467
2023
Q1 		$57.3K Buy
+952
New +$61K 0.01% 529
2021
Q4 		– Sell
-2,538
Closed -$201K – 384
2021
Q3 		$201K Buy
+2,538
New +$183K 0.01% 362
2017
Q2 		– Sell
-21
Closed -$861 – 310
2017
Q1 		$861 Buy
+21
New +$888 ﹤0.01% 436
2016
Q3 		$123K Sell
2,716
-3,486
-56% -$162K 0.04% 209
2016
Q2 		$152K Buy
+6,202
New +$273K 0.02% 471
2015
Q4 		$48.1K Buy
+2,498
New +$113K 0.01% 634
2015
Q2 		– Sell
-350
Closed -$18K – 476
2015
Q1 		$18K Buy
+350
New +$17.8K 0.01% 325

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 $5.7T 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 $653B AUM 32.41% 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