First Allied Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

First Allied Advisory Services’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	$229K	Buy	1,406 +46	+3%	+$7.99K	0.01%	1016
2020 Q2	$250K	Buy	1,360 +65	+5%	+$11.3K	0.01%	912
2020 Q1	$201K	Sell	1,295 -194	-13%	-$30.1K	0.01%	940
2019 Q4	$217K	Buy	+1,489	New	+$217K	0.01%	1082

Other funds holding JKHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

First Allied Advisory Services's JKHY Position: Q3 2020 in Review

First Allied Advisory Services increased its Jack Henry & Associates (JKHY) stake by 3.4% in Q3 2020, buying an estimated $7.99K and bringing the position to 1,406 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1016.

First Allied Advisory Services first reported a position in JKHY in Q4 2019 and has held it in 4 quarters since. The position peaked at $250K in Q2 2020. 619 funds tracked by Wall St. Rank hold JKHY as of Q3 2020.

First Allied Advisory Services held 1,406 shares of Jack Henry & Associates worth $229K as of Q3 2020.
First Allied Advisory Services bought 46 Jack Henry & Associates shares in Q3 2020, an estimated $7.99K.
Jack Henry & Associates made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1016 holding.
First Allied Advisory Services first reported a position in Jack Henry & Associates in Q4 2019 and has held it in 4 quarters since.
First Allied Advisory Services's Jack Henry & Associates position peaked at $250K in Q2 2020.
619 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.