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Fortitude Advisory Group’s Jack Henry & Associates JKHY Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-372
Closed -$73K – 751
2022
Q1 		$73K Buy
372
+138
+59% +$24.1K 0.04% 421
2021
Q4 		$39K Buy
+234
New +$37.9K 0.02% 616

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fortitude Advisory Group's JKHY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Jack Henry & Associates (JKHY) in Q2 2022, closing a stake of 372 shares — an estimated $73K sold.

Fortitude Advisory Group first reported a position in JKHY in Q4 2021 and held it in 2 quarters. The position peaked at $73K in Q1 2022. 673 funds tracked by Wall St. Rank hold JKHY as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Jack Henry & Associates position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 372 Jack Henry & Associates shares in Q2 2022, an estimated $73K.
  • Fortitude Advisory Group first reported a position in Jack Henry & Associates in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Jack Henry & Associates position peaked at $73K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.