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Gerber Kawasaki Wealth & Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q4 		– Sell
-1
Closed -$1K – 705
2021
Q3 		$1K Buy
+1
New +$172 ﹤0.01% 1002

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JKHY Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Jack Henry & Associates (JKHY) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JKHY in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 653 funds tracked by Wall St. Rank hold JKHY as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Jack Henry & Associates position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Jack Henry & Associates share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Jack Henry & Associates in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Jack Henry & Associates position peaked at $1K in Q3 2021.
  • 653 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.