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Engrave Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-20
Closed -$3K – 246
2020
Q2 		$3K Hold
20
– – ﹤0.01% 362
2020
Q1 		$3K Buy
+20
New +$3.11K ﹤0.01% 321

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Kayne Anderson Rudnick Investment Management
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Engrave Wealth Partners's JKHY Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q3 2020, closing a stake of 20 shares — an estimated $3K sold.

Engrave Wealth Partners first reported a position in JKHY in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 619 funds tracked by Wall St. Rank hold JKHY as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Jack Henry & Associates position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 20 Jack Henry & Associates shares in Q3 2020, an estimated $3K.
  • Engrave Wealth Partners first reported a position in Jack Henry & Associates in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Jack Henry & Associates position peaked at $3K in Q2 2020.
  • 619 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.