SWM
JKHY icon

Selective Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Selective Wealth Management’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
-9
Closed -$2K – 801
2022
Q1 		$2K Hold
9
– – ﹤0.01% 663
2021
Q4 		$2K Hold
9
– – ﹤0.01% 610
2021
Q3 		$1K Hold
9
– – ﹤0.01% 565
2021
Q2 		$1K Buy
+9
New +$1.44K ﹤0.01% 483

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 $3.37T AUM 44.26% 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

Selective Wealth Management's JKHY Position: Q2 2022 in Review

Selective Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2022, closing a stake of 9 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in JKHY in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 673 funds tracked by Wall St. Rank hold JKHY as of Q2 2022.

  • Selective Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 9 Jack Henry & Associates shares in Q2 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Jack Henry & Associates in Q2 2021 and held it in 4 quarters.
  • Selective Wealth Management's Jack Henry & Associates position peaked at $2K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.