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Center for Financial Planning’s Jack Henry & Associates JKHY Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-13
Closed -$2K – 602
2022
Q3 		$2K Buy
+13
New +$2.55K ﹤0.01% 533
2020
Q2 		– Sell
-67
Closed -$10K – 516
2020
Q1 		$10K Buy
+67
New +$10.4K ﹤0.01% 326

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's JKHY Position: Q4 2022 in Review

Center for Financial Planning sold out of Jack Henry & Associates (JKHY) in Q4 2022, closing a stake of 13 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in JKHY in Q1 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 676 funds tracked by Wall St. Rank hold JKHY as of Q4 2022.

  • Center for Financial Planning reported no remaining Jack Henry & Associates position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 13 Jack Henry & Associates shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Jack Henry & Associates in Q1 2020 and held it in 2 quarters.
  • Center for Financial Planning's Jack Henry & Associates position peaked at $10K in Q1 2020.
  • 676 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.