HWMA
JKHY icon

Heritage Wealth Management (Arizona)’s Jack Henry & Associates JKHY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$362K Sell
2,180
-227
-9% -$37.7K 0.2% 101
2024
Q1 		$418K Sell
2,407
-78
-3% -$13.3K 0.21% 98
2023
Q4 		$406K Buy
+2,485
New +$381K 0.22% 96
2022
Q4 		$667K Buy
3,799
+2,033
+115% +$375K 0.1% 153
2022
Q3 		$322K Buy
1,766
+68
+4% +$13.3K 0.1% 139
2022
Q2 		$306K Buy
1,698
+198
+13% +$37.1K 0.1% 150
2022
Q1 		$296K Buy
+1,500
New +$262K 0.08% 195
2021
Q3 		$294K Buy
1,792
+29
+2% +$4.99K 0.1% 154
2021
Q2 		$288K Buy
1,763
+538
+44% +$85.9K 0.11% 158
2021
Q1 		$186K Buy
+1,225
New +$187K 0.1% 175

Other funds holding JKHY

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return