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Regent Peak Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-49
Closed -$8K – 573
2020
Q4 		$8K Buy
+49
New +$7.78K ﹤0.01% 586

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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Regent Peak Wealth Advisors's JKHY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2021, closing a stake of 49 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in JKHY in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 616 funds tracked by Wall St. Rank hold JKHY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 49 Jack Henry & Associates shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Jack Henry & Associates position peaked at $8K in Q4 2020.
  • 616 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.