Aevitas Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Aevitas Wealth Management’s Portfolio JKHY Stock Details JKHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-700	Closed	-$97K	–	217
2019 Q1	$97K	Hold	700	–	–	0.09%	138
2018 Q4	$89K	Hold	700	–	–	0.09%	136
2018 Q3	$112K	Sell	700 -100	-13%	-$14.7K	0.1%	134
2018 Q2	$104K	Hold	800	–	–	0.1%	134
2018 Q1	$97K	Hold	800	–	–	0.1%	136
2017 Q4	$94K	Buy	+800	New	+$89.4K	0.09%	139

Other funds holding JKHY

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Aevitas Wealth Management's JKHY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2019, closing a stake of 700 shares — an estimated $97K sold.

Aevitas Wealth Management first reported a position in JKHY in Q4 2017 and held it in 6 quarters. The position peaked at $112K in Q3 2018. 554 funds tracked by Wall St. Rank hold JKHY as of Q2 2019.

Aevitas Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 700 Jack Henry & Associates shares in Q2 2019, an estimated $97K.
Aevitas Wealth Management first reported a position in Jack Henry & Associates in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Jack Henry & Associates position peaked at $112K in Q3 2018.
554 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.