Wealthstreet Investment Advisors’s Johnson Controls International JCI Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-5,250	Closed	-$313K	–	213
2021 Q1	$313K	Hold	5,250	–	–	0.03%	311
2020 Q4	$245K	Hold	5,250	–	–	0.02%	320
2020 Q3	$214K	Buy	+5,250	New	+$206K	0.02%	316
2020 Q1	–	Sell	-5,250	Closed	-$214K	–	327
2019 Q4	$214K	Hold	5,250	–	–	0.03%	325
2019 Q3	$228K	Sell	5,250 -620	-11%	-$26.3K	0.03%	309
2019 Q2	$242K	Sell	5,870 -1,960	-25%	-$75.4K	0.03%	309
2019 Q1	$289K	Sell	7,830 -629	-7%	-$21.6K	0.04%	283
2018 Q4	$277K	Sell	8,459 -31,034	-79%	-$1.02M	0.04%	275
2018 Q3	$1.38M	Sell	39,493 -2,068	-5%	-$76.2K	0.17%	122
2018 Q2	$1.39M	Sell	41,561 -8,762	-17%	-$304K	0.18%	124
2018 Q1	$1.77M	Sell	50,323 -4,315	-8%	-$164K	0.22%	107
2017 Q4	$2.08M	Buy	+54,638	New	+$2.13M	0.25%	96

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Wealthstreet Investment Advisors's JCI Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Johnson Controls International (JCI) in Q2 2021, closing a stake of 5,250 shares — an estimated $313K sold.

Wealthstreet Investment Advisors first reported a position in JCI in Q4 2017 and held it in 12 quarters. The position peaked at $2.08M in Q4 2017. 899 funds tracked by Wall St. Rank hold JCI as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Johnson Controls International position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,250 Johnson Controls International shares in Q2 2021, an estimated $313K.
Wealthstreet Investment Advisors first reported a position in Johnson Controls International in Q4 2017 and held it in 12 quarters.
Wealthstreet Investment Advisors's Johnson Controls International position peaked at $2.08M in Q4 2017.
899 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.