Beaumont Financial Advisors’s Jack Henry & Associates JKHY Stock Holding History

Beaumont Financial 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
2024 Q3	–	Sell	-1,478	Closed	-$245K	–	366
2024 Q2	$245K	Hold	1,478	–	–	0.02%	308
2024 Q1	$257K	Hold	1,478	–	–	0.02%	303
2023 Q4	$242K	Buy	1,478 +4	+0.3%	+$613	0.02%	297
2023 Q3	$223K	Sell	1,474 -15	-1%	-$2.42K	0.02%	296
2023 Q2	$249K	Buy	1,489 +15	+1%	+$2.33K	0.02%	295
2023 Q1	$222K	Sell	1,474 -3	-0.2%	-$501	0.02%	291
2022 Q4	$259K	Buy	1,477 +3	+0.2%	+$554	0.03%	274
2022 Q3	$269K	Hold	1,474	–	–	0.03%	259
2022 Q2	$265K	Hold	1,474	–	–	0.02%	264
2022 Q1	$291K	Hold	1,474	–	–	0.02%	283
2021 Q4	$246K	Hold	1,474	–	–	0.02%	314
2021 Q3	$244K	Sell	1,474 -90	-6%	-$15.5K	0.02%	307
2021 Q2	$258K	Hold	1,564	–	–	0.02%	317
2021 Q1	$237K	Hold	1,564	–	–	0.02%	309
2020 Q4	$253K	Buy	+1,564	New	+$248K	0.02%	294

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Beaumont Financial Advisors's JKHY Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of Jack Henry & Associates (JKHY) in Q3 2024, closing a stake of 1,478 shares — an estimated $245K sold.

Beaumont Financial Advisors first reported a position in JKHY in Q4 2020 and held it in 15 quarters. The position peaked at $291K in Q1 2022. 692 funds tracked by Wall St. Rank hold JKHY as of Q3 2024.

Beaumont Financial Advisors reported no remaining Jack Henry & Associates position as of Q3 2024 after selling out during the quarter.
Beaumont Financial Advisors sold 1,478 Jack Henry & Associates shares in Q3 2024, an estimated $245K.
Beaumont Financial Advisors first reported a position in Jack Henry & Associates in Q4 2020 and held it in 15 quarters.
Beaumont Financial Advisors's Jack Henry & Associates position peaked at $291K in Q1 2022.
692 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.