APP
JKHY icon

Avantax Planning Partners’s Jack Henry & Associates JKHY Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-707
Closed -$113K – 761
2018
Q3 		$113K Buy
+707
New +$104K 0.01% 324
2018
Q2 		– Sell
-740
Closed -$89K – 865
2018
Q1 		$89K Buy
+740
New +$90K 0.01% 427

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avantax Planning Partners's JKHY Position: Q4 2018 in Review

Avantax Planning Partners sold out of Jack Henry & Associates (JKHY) in Q4 2018, closing a stake of 707 shares — an estimated $113K sold.

Avantax Planning Partners first reported a position in JKHY in Q1 2018 and held it in 2 quarters. The position peaked at $113K in Q3 2018. 553 funds tracked by Wall St. Rank hold JKHY as of Q4 2018.

  • Avantax Planning Partners reported no remaining Jack Henry & Associates position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 707 Jack Henry & Associates shares in Q4 2018, an estimated $113K.
  • Avantax Planning Partners first reported a position in Jack Henry & Associates in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Jack Henry & Associates position peaked at $113K in Q3 2018.
  • 553 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.