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Baldwin Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-2,339
Closed -$413K – 648
2024
Q3 		$413K Buy
+2,339
New +$396K 0.03% 223

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Baldwin Wealth Partners's JKHY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q4 2024, closing a stake of 2,339 shares — an estimated $413K sold.

Baldwin Wealth Partners first reported a position in JKHY in Q3 2024 and held it in 1 quarter. The position peaked at $413K in Q3 2024. 710 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Jack Henry & Associates position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,339 Jack Henry & Associates shares in Q4 2024, an estimated $413K.
  • Baldwin Wealth Partners first reported a position in Jack Henry & Associates in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Jack Henry & Associates position peaked at $413K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.