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Evoke Wealth’s Jack Henry & Associates JKHY Stock Holding History

Evoke Wealth’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
-21
Closed -$4K – 763
2022
Q3 		$4K Buy
+21
New +$4.12K ﹤0.01% 923
2020
Q2 		– Sell
-7
Closed -$1.09K – 1130
2020
Q1 		$1.09K Sell
7
-12
-63% -$1.86K ﹤0.01% 916
2019
Q4 		$2.77K Buy
+19
New +$2.77K ﹤0.01% 1024

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 $3.37T AUM 44.26% 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

Evoke Wealth's JKHY Position: Q4 2022 in Review

Evoke Wealth sold out of Jack Henry & Associates (JKHY) in Q4 2022, closing a stake of 21 shares — an estimated $4K sold.

Evoke Wealth first reported a position in JKHY in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 676 funds tracked by Wall St. Rank hold JKHY as of Q4 2022.

  • Evoke Wealth reported no remaining Jack Henry & Associates position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 21 Jack Henry & Associates shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in Jack Henry & Associates in Q4 2019 and held it in 3 quarters.
  • Evoke Wealth's Jack Henry & Associates position peaked at $4K in Q3 2022.
  • 676 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.