White Knight Strategic Wealth Advisors’s Johnson Controls International JCI Stock Holding History

White Knight Strategic 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
2025 Q1	–	Sell	-7,980	Closed	-$630K	–	92
2024 Q4	$630K	Buy	7,980 +3,990	+100%	+$320K	0.26%	61
2024 Q3	$310K	Hold	3,990	–	–	0.28%	64
2024 Q2	$265K	Buy	3,990 +215	+6%	+$14.5K	0.26%	65
2024 Q1	$247K	Buy	3,775 +220	+6%	+$12.8K	0.26%	65
2023 Q4	$205K	Buy	+3,555	New	+$187K	0.24%	72

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

White Knight Strategic Wealth Advisors's JCI Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of Johnson Controls International (JCI) in Q1 2025, closing a stake of 7,980 shares — an estimated $630K sold.

White Knight Strategic Wealth Advisors first reported a position in JCI in Q4 2023 and held it in 5 quarters. The position peaked at $630K in Q4 2024. 1,237 funds tracked by Wall St. Rank hold JCI as of Q1 2025.

White Knight Strategic Wealth Advisors reported no remaining Johnson Controls International position as of Q1 2025 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 7,980 Johnson Controls International shares in Q1 2025, an estimated $630K.
White Knight Strategic Wealth Advisors first reported a position in Johnson Controls International in Q4 2023 and held it in 5 quarters.
White Knight Strategic Wealth Advisors's Johnson Controls International position peaked at $630K in Q4 2024.
1,237 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.