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

Clarus 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
2019
Q3 		– Sell
-366
Closed -$49K – 367
2019
Q2 		$49K Buy
366
+1
+0.3% +$138 0.04% 270
2019
Q1 		$51K Buy
365
+1
+0.3% +$132 0.04% 285
2018
Q4 		$46K Buy
364
+2
+0.6% +$284 0.07% 269
2018
Q3 		$58K Sell
362
-43
-11% -$6.32K 0.04% 272
2018
Q2 		$49K Buy
+405
New +$50.2K 0.04% 289

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Clarus Wealth Advisors's JKHY Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q3 2019, closing a stake of 366 shares — an estimated $49K sold.

Clarus Wealth Advisors first reported a position in JKHY in Q2 2018 and held it in 5 quarters. The position peaked at $58K in Q3 2018. 547 funds tracked by Wall St. Rank hold JKHY as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Jack Henry & Associates position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 366 Jack Henry & Associates shares in Q3 2019, an estimated $49K.
  • Clarus Wealth Advisors first reported a position in Jack Henry & Associates in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Jack Henry & Associates position peaked at $58K in Q3 2018.
  • 547 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.