SLWA
JKHY icon

San Luis Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

San Luis 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
2022
Q2 		– Sell
-42
Closed -$7K – 260
2022
Q1 		$7K Buy
+42
New +$7.34K ﹤0.01% 384

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

San Luis Wealth Advisors's JKHY Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2022, closing a stake of 42 shares — an estimated $7K sold.

San Luis Wealth Advisors first reported a position in JKHY in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 673 funds tracked by Wall St. Rank hold JKHY as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Jack Henry & Associates position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 42 Jack Henry & Associates shares in Q2 2022, an estimated $7K.
  • San Luis Wealth Advisors first reported a position in Jack Henry & Associates in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Jack Henry & Associates position peaked at $7K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.