HWA
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 $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return