Harvest Group Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-5	Closed	-$1K	–	370
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	488
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	468
2020 Q2	$0	Hold	5	–	–	﹤0.01%	663
2020 Q1	$0	Sell	5 -38	-88%	-$5.9K	﹤0.01%	739
2019 Q4	$6K	Hold	43	–	–	0.01%	323
2019 Q3	$6K	Sell	43 -16	-27%	-$2.27K	0.01%	361
2019 Q2	$7K	Sell	59 -2	-3%	-$277	0.01%	287
2019 Q1	$8K	Buy	+61	New	+$8.07K	0.01%	283

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's JKHY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in JKHY in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q1 2019. 616 funds tracked by Wall St. Rank hold JKHY as of Q1 2021.

Harvest Group Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 5 Jack Henry & Associates shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Jack Henry & Associates in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Jack Henry & Associates position peaked at $8K in Q1 2019.
616 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.