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Freestone Capital Holdings’s Jack Henry & Associates JKHY Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-63
Closed -$10.1K – 762
2020
Q4 		$10.1K Hold
63
– – ﹤0.01% 854
2020
Q3 		$10.2K Buy
+63
New +$10.9K ﹤0.01% 740

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freestone Capital Holdings's JKHY Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Jack Henry & Associates (JKHY) in Q1 2021, closing a stake of 63 shares — an estimated $10.1K sold.

Freestone Capital Holdings first reported a position in JKHY in Q3 2020 and held it in 2 quarters. The position peaked at $10.2K in Q3 2020. 616 funds tracked by Wall St. Rank hold JKHY as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Jack Henry & Associates position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 63 Jack Henry & Associates shares in Q1 2021, an estimated $10.1K.
  • Freestone Capital Holdings first reported a position in Jack Henry & Associates in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Jack Henry & Associates position peaked at $10.2K in Q3 2020.
  • 616 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.