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Grey Fox Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q2 		– Sell
-4
Closed -$603 – 319
2023
Q1 		$603 Buy
+4
New +$668 ﹤0.01% 488

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Grey Fox Wealth Advisors's JKHY Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2023, closing a stake of 4 shares — an estimated $603 sold.

Grey Fox Wealth Advisors first reported a position in JKHY in Q1 2023 and held it in 1 quarter. The position peaked at $603 in Q1 2023. 645 funds tracked by Wall St. Rank hold JKHY as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Jack Henry & Associates position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 4 Jack Henry & Associates shares in Q2 2023, an estimated $603.
  • Grey Fox Wealth Advisors first reported a position in Jack Henry & Associates in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Jack Henry & Associates position peaked at $603 in Q1 2023.
  • 645 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.