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Planned Solutions’s Jack Henry & Associates JKHY Stock Holding History

Planned Solutions’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
2024
Q1 		– Sell
-200
Closed -$32.7K – 328
2023
Q4 		$32.7K Buy
+200
New +$30.6K 0.02% 333

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's JKHY Position: Q1 2024 in Review

Planned Solutions sold out of Jack Henry & Associates (JKHY) in Q1 2024, closing a stake of 200 shares — an estimated $32.7K sold.

Planned Solutions first reported a position in JKHY in Q4 2023 and held it in 1 quarter. The position peaked at $32.7K in Q4 2023. 656 funds tracked by Wall St. Rank hold JKHY as of Q1 2024.

  • Planned Solutions reported no remaining Jack Henry & Associates position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 200 Jack Henry & Associates shares in Q1 2024, an estimated $32.7K.
  • Planned Solutions first reported a position in Jack Henry & Associates in Q4 2023 and held it in 1 quarter.
  • Planned Solutions's Jack Henry & Associates position peaked at $32.7K in Q4 2023.
  • 656 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.