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Heritage Oak Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-1,647
Closed -$291K – 131
2024
Q3 		$291K Buy
+1,647
New +$279K 0.13% 109

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Oak Wealth Advisors's JKHY Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2024, closing a stake of 1,647 shares — an estimated $291K sold.

Heritage Oak Wealth Advisors first reported a position in JKHY in Q3 2024 and held it in 1 quarter. The position peaked at $291K in Q3 2024. 710 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Jack Henry & Associates position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,647 Jack Henry & Associates shares in Q4 2024, an estimated $291K.
  • Heritage Oak Wealth Advisors first reported a position in Jack Henry & Associates in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Jack Henry & Associates position peaked at $291K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.