Financial Architects (New Jersey)’s Jack Henry & Associates JKHY Stock Holding History

Financial Architects (New Jersey)’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	-100	Closed	-$18K	–	527
2020 Q2	$18K	Hold	100	–	–	﹤0.01%	556
2020 Q1	$16K	Hold	100	–	–	﹤0.01%	547
2019 Q4	$15K	Hold	100	–	–	﹤0.01%	612
2019 Q3	$15K	Hold	100	–	–	﹤0.01%	649
2019 Q2	$13K	Sell	100 -253	-72%	-$35K	﹤0.01%	825
2019 Q1	$49K	Sell	353 -1	-0.3%	-$132	0.01%	615
2018 Q4	$45K	Hold	354	–	–	0.01%	576
2018 Q3	$57K	Sell	354 -43	-11%	-$6.32K	0.01%	595
2018 Q2	$52K	Sell	397 -4	-1%	-$496	0.01%	558
2018 Q1	$48K	Sell	401 -16	-4%	-$1.95K	0.01%	618
2017 Q4	$49K	Sell	417 -131	-24%	-$14.6K	0.01%	689
2017 Q3	$56K	Sell	548 -76	-12%	-$7.87K	0.01%	653
2017 Q2	$64K	Buy	624 +64	+11%	+$6.39K	0.01%	595
2017 Q1	$52K	Sell	560 -64	-10%	-$5.9K	0.01%	643
2016 Q4	$56K	Buy	624 +95	+18%	+$8.11K	0.01%	543
2016 Q3	$45K	Hold	529	–	–	0.01%	600
2016 Q2	$46K	Buy	+529	New	+$44.2K	0.01%	550

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Financial Architects (New Jersey)'s JKHY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Jack Henry & Associates (JKHY) in Q3 2020, closing a stake of 100 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in JKHY in Q2 2016 and held it in 17 quarters. The position peaked at $64K in Q2 2017. 620 funds tracked by Wall St. Rank hold JKHY as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Jack Henry & Associates position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 100 Jack Henry & Associates shares in Q3 2020, an estimated $18K.
Financial Architects (New Jersey) first reported a position in Jack Henry & Associates in Q2 2016 and held it in 17 quarters.
Financial Architects (New Jersey)'s Jack Henry & Associates position peaked at $64K in Q2 2017.
620 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.