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

Capital Directions Investment 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
2020
Q4 		– Sell
-113
Closed -$18K – 196
2020
Q3 		$18K Hold
113
– – 0.01% 161
2020
Q2 		$21K Hold
113
– – 0.01% 154
2020
Q1 		$18K Hold
113
– – 0.01% 172
2019
Q4 		$16K Hold
113
– – 0.01% 204
2019
Q3 		$16K Buy
+113
New +$16K 0.01% 196

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital Directions Investment Advisors's JKHY Position: Q4 2020 in Review

Capital Directions Investment Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2020, closing a stake of 113 shares — an estimated $18K sold.

Capital Directions Investment Advisors first reported a position in JKHY in Q3 2019 and held it in 5 quarters. The position peaked at $21K in Q2 2020. 644 funds tracked by Wall St. Rank hold JKHY as of Q4 2020.

  • Capital Directions Investment Advisors reported no remaining Jack Henry & Associates position as of Q4 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 113 Jack Henry & Associates shares in Q4 2020, an estimated $18K.
  • Capital Directions Investment Advisors first reported a position in Jack Henry & Associates in Q3 2019 and held it in 5 quarters.
  • Capital Directions Investment Advisors's Jack Henry & Associates position peaked at $21K in Q2 2020.
  • 644 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.