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Moisand Fitzgerald Tamayo’s Jack Henry & Associates JKHY Stock Holding History

Moisand Fitzgerald Tamayo’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
-31
Closed -$5.44K – 799
2022
Q4 		$5.44K Hold
31
– – ﹤0.01% 399
2022
Q3 		$6K Buy
31
+24
+343% +$4.71K ﹤0.01% 340
2022
Q2 		$1K Sell
7
-5
-42% -$936 ﹤0.01% 520
2022
Q1 		$2K Buy
+12
New +$2.1K ﹤0.01% 382

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's JKHY Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of Jack Henry & Associates (JKHY) in Q1 2023, closing a stake of 31 shares — an estimated $5.44K sold.

Moisand Fitzgerald Tamayo first reported a position in JKHY in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 654 funds tracked by Wall St. Rank hold JKHY as of Q1 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Jack Henry & Associates position as of Q1 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 31 Jack Henry & Associates shares in Q1 2023, an estimated $5.44K.
  • Moisand Fitzgerald Tamayo first reported a position in Jack Henry & Associates in Q1 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Jack Henry & Associates position peaked at $6K in Q3 2022.
  • 654 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.