Burt Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-840	Closed	-$136K	–	229
2020 Q4	$136K	Hold	840	–	–	0.05%	110
2020 Q3	$137K	Hold	840	–	–	0.05%	101
2020 Q2	$155K	Hold	840	–	–	0.06%	97
2020 Q1	$130K	Hold	840	–	–	0.06%	102
2019 Q4	$122K	Hold	840	–	–	0.05%	112
2019 Q3	$123K	Hold	840	–	–	0.05%	108
2019 Q2	$112K	Hold	840	–	–	0.05%	120
2019 Q1	$117K	Buy	+840	New	+$111K	0.05%	112

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burt Wealth Advisors's JKHY Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2021, closing a stake of 840 shares — an estimated $136K sold.

Burt Wealth Advisors first reported a position in JKHY in Q1 2019 and held it in 8 quarters. The position peaked at $155K in Q2 2020. 616 funds tracked by Wall St. Rank hold JKHY as of Q1 2021.

Burt Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 840 Jack Henry & Associates shares in Q1 2021, an estimated $136K.
Burt Wealth Advisors first reported a position in Jack Henry & Associates in Q1 2019 and held it in 8 quarters.
Burt Wealth Advisors's Jack Henry & Associates position peaked at $155K in Q2 2020.
616 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.