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My Personal CFO LLC’s Jack Henry & Associates JKHY Stock Holding History

My Personal CFO LLC’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
-6
Closed -$1.05K – 459
2022
Q4 		$1.05K Buy
+6
New +$1.11K ﹤0.01% 628

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Personal CFO LLC's JKHY Position: Q1 2023 in Review

My Personal CFO LLC sold out of Jack Henry & Associates (JKHY) in Q1 2023, closing a stake of 6 shares — an estimated $1.05K sold.

My Personal CFO LLC first reported a position in JKHY in Q4 2022 and held it in 1 quarter. The position peaked at $1.05K in Q4 2022. 656 funds tracked by Wall St. Rank hold JKHY as of Q1 2023.

  • My Personal CFO LLC reported no remaining Jack Henry & Associates position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 6 Jack Henry & Associates shares in Q1 2023, an estimated $1.05K.
  • My Personal CFO LLC first reported a position in Jack Henry & Associates in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Jack Henry & Associates position peaked at $1.05K in Q4 2022.
  • 656 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.