IAA
JKHY icon

Independent Advisor Alliance’s Jack Henry & Associates JKHY Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-12,022
Closed -$1.82M – 634
2021
Q1 		$1.82M Buy
12,022
+7,493
+165% +$1.14M 0.11% 166
2020
Q4 		$734K Sell
4,529
-28,355
-86% -$4.5M 0.05% 272
2020
Q3 		$5.35M Buy
+32,884
New +$5.71M 0.41% 71

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Advisor Alliance's JKHY Position: Q2 2021 in Review

Independent Advisor Alliance sold out of Jack Henry & Associates (JKHY) in Q2 2021, closing a stake of 12,022 shares — an estimated $1.82M sold.

Independent Advisor Alliance first reported a position in JKHY in Q3 2020 and held it in 3 quarters. The position peaked at $5.35M in Q3 2020. 619 funds tracked by Wall St. Rank hold JKHY as of Q2 2021.

  • Independent Advisor Alliance reported no remaining Jack Henry & Associates position as of Q2 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,022 Jack Henry & Associates shares in Q2 2021, an estimated $1.82M.
  • Independent Advisor Alliance first reported a position in Jack Henry & Associates in Q3 2020 and held it in 3 quarters.
  • Independent Advisor Alliance's Jack Henry & Associates position peaked at $5.35M in Q3 2020.
  • 619 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2021.

Based on Independent Advisor Alliance's 13F filing for Q2 2021, filed 12 Aug 2021.