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Atlas Capital Advisors’s Jack Henry & Associates JKHY Stock Holding History

Atlas Capital Advisors’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
2022
Q4 		– Sell
-291
Closed -$53K – 927
2022
Q3 		$53K Buy
+291
New +$57.1K 0.01% 526
2020
Q3 		– Sell
-348
Closed -$64K – 448
2020
Q2 		$64K Buy
+348
New +$60.7K 0.02% 451

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Capital Advisors's JKHY Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2022, closing a stake of 291 shares — an estimated $53K sold.

Atlas Capital Advisors first reported a position in JKHY in Q2 2020 and held it in 2 quarters. The position peaked at $64K in Q2 2020. 676 funds tracked by Wall St. Rank hold JKHY as of Q4 2022.

  • Atlas Capital Advisors reported no remaining Jack Henry & Associates position as of Q4 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 291 Jack Henry & Associates shares in Q4 2022, an estimated $53K.
  • Atlas Capital Advisors first reported a position in Jack Henry & Associates in Q2 2020 and held it in 2 quarters.
  • Atlas Capital Advisors's Jack Henry & Associates position peaked at $64K in Q2 2020.
  • 676 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.