Heritage Wealth Advisors
JKHY icon

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

Heritage 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
Q1 		– Sell
-35
Closed -$6.14K – 584
2022
Q4 		$6.14K Hold
35
– – ﹤0.01% 473
2022
Q3 		$6.38K Hold
35
– – ﹤0.01% 442
2022
Q2 		$6K Hold
35
– – ﹤0.01% 486
2022
Q1 		$7K Hold
35
– – ﹤0.01% 454
2021
Q4 		$6K Hold
35
– – ﹤0.01% 475
2021
Q3 		$5.74K Hold
35
– – ﹤0.01% 467
2021
Q2 		$5.72K Hold
35
– – ﹤0.01% 473
2021
Q1 		$5.31K Hold
35
– – ﹤0.01% 493
2020
Q4 		$6K Buy
+35
New +$5.56K ﹤0.01% 482

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Advisors's JKHY Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2023, closing a stake of 35 shares — an estimated $6.14K sold.

Heritage Wealth Advisors first reported a position in JKHY in Q4 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 654 funds tracked by Wall St. Rank hold JKHY as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 35 Jack Henry & Associates shares in Q1 2023, an estimated $6.14K.
  • Heritage Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2020 and held it in 9 quarters.
  • Heritage Wealth Advisors's Jack Henry & Associates position peaked at $7K in Q1 2022.
  • 654 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.