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Quotient Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Quotient Wealth Partners’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
Q2 		– Sell
-2,028
Closed -$352K – 314
2024
Q1 		$352K Sell
2,028
-2,761
-58% -$470K 0.01% 211
2023
Q4 		$783K Buy
+4,789
New +$733K 0.03% 141

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Quotient Wealth Partners's JKHY Position: Q2 2024 in Review

Quotient Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q2 2024, closing a stake of 2,028 shares — an estimated $352K sold.

Quotient Wealth Partners first reported a position in JKHY in Q4 2023 and held it in 2 quarters. The position peaked at $783K in Q4 2023. 667 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

  • Quotient Wealth Partners reported no remaining Jack Henry & Associates position as of Q2 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,028 Jack Henry & Associates shares in Q2 2024, an estimated $352K.
  • Quotient Wealth Partners first reported a position in Jack Henry & Associates in Q4 2023 and held it in 2 quarters.
  • Quotient Wealth Partners's Jack Henry & Associates position peaked at $783K in Q4 2023.
  • 667 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on Quotient Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.