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

Liberty 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
2021
Q4 		– Sell
-107
Closed -$18K – 661
2021
Q3 		$18K Buy
107
+92
+613% +$15.8K 0.01% 681
2021
Q2 		$2K Buy
15
+6
+67% +$959 ﹤0.01% 928
2021
Q1 		$1K Hold
9
– – ﹤0.01% 879
2020
Q4 		$1K Buy
+9
New +$1.43K ﹤0.01% 878

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Liberty Wealth Management's JKHY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Jack Henry & Associates (JKHY) in Q4 2021, closing a stake of 107 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in JKHY in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 652 funds tracked by Wall St. Rank hold JKHY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Jack Henry & Associates position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 107 Jack Henry & Associates shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in Jack Henry & Associates in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Jack Henry & Associates position peaked at $18K in Q3 2021.
  • 652 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.