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Optimum Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Optimum Investment Advisors’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
2019
Q2 		– Sell
-79
Closed -$11K – 977
2019
Q1 		$11K Hold
79
– – ﹤0.01% 790
2018
Q4 		$10K Hold
79
– – ﹤0.01% 758
2018
Q3 		$13K Hold
79
– – ﹤0.01% 809
2018
Q2 		$10K Hold
79
– – ﹤0.01% 843
2018
Q1 		$10K Buy
+79
New +$9.61K ﹤0.01% 825

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Optimum Investment Advisors's JKHY Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2019, closing a stake of 79 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in JKHY in Q1 2018 and held it in 5 quarters. The position peaked at $13K in Q3 2018. 554 funds tracked by Wall St. Rank hold JKHY as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Jack Henry & Associates position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 79 Jack Henry & Associates shares in Q2 2019, an estimated $11K.
  • Optimum Investment Advisors first reported a position in Jack Henry & Associates in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Jack Henry & Associates position peaked at $13K in Q3 2018.
  • 554 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.