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WR Wealth Planners’s Johnson Controls International JCI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$8.52K Sell
108
-55
-34% -$4.41K ﹤0.01% 616
2024
Q3 		$12.7K Hold
163
– – ﹤0.01% 591
2024
Q2 		$10.8K Buy
163
+8
+5% +$539 ﹤0.01% 574
2024
Q1 		$10.1K Buy
+155
New +$9.03K ﹤0.01% 598
2023
Q3 		– Sell
-355
Closed -$24.2K – 931
2023
Q2 		$24.2K Buy
355
+110
+45% +$6.76K 0.01% 405
2023
Q1 		$14.8K Buy
+245
New +$15.7K 0.01% 467

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WR Wealth Planners's JCI Position: Q4 2024 in Review

WR Wealth Planners reduced its Johnson Controls International (JCI) stake by 34% in Q4 2024, selling an estimated $4.41K and leaving 108 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

WR Wealth Planners first reported a position in JCI in Q1 2023 and has held it in 6 quarters since. The position peaked at $24.2K in Q2 2023. 1,198 funds tracked by Wall St. Rank hold JCI as of Q4 2024.

  • WR Wealth Planners held 108 shares of Johnson Controls International worth $8.52K as of Q4 2024.
  • WR Wealth Planners sold 55 Johnson Controls International shares in Q4 2024, an estimated $4.41K.
  • Johnson Controls International made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #616 holding.
  • WR Wealth Planners first reported a position in Johnson Controls International in Q1 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Johnson Controls International position peaked at $24.2K in Q2 2023.
  • 1,198 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.