Lake Point Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	252
2022 Q1	$5K	Hold	24	–	–	﹤0.01%	241
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	279
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	262
2021 Q2	$4K	Buy	+24	New	+$3.83K	﹤0.01%	272
2020 Q1	$20K	Hold	128	–	–	0.02%	80
2019 Q4	$19K	Buy	+128	New	+$18.7K	0.01%	215
2019 Q2	$14K	Hold	104	–	–	﹤0.01%	283
2019 Q1	$14K	Buy	+104	New	+$13.8K	﹤0.01%	283

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Lake Point Wealth Management's JKHY Position: Q2 2022 in Review

Lake Point Wealth Management held its Jack Henry & Associates (JKHY) position steady in Q2 2022 at 24 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Lake Point Wealth Management first reported a position in JKHY in Q1 2019 and has held it in 9 quarters since. The position peaked at $20K in Q1 2020. 673 funds tracked by Wall St. Rank hold JKHY as of Q2 2022.

Lake Point Wealth Management held 24 shares of Jack Henry & Associates worth $4K as of Q2 2022.
Lake Point Wealth Management left its Jack Henry & Associates share count unchanged in Q2 2022.
Jack Henry & Associates made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #252 holding.
Lake Point Wealth Management first reported a position in Jack Henry & Associates in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's Jack Henry & Associates position peaked at $20K in Q1 2020.
673 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.