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Simplicity Wealth’s Jack Henry & Associates JKHY Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-5,602
Closed -$930K – 855
2024
Q2 		$930K Sell
5,602
-62
-1% -$10.3K 0.02% 553
2024
Q1 		$984K Buy
+5,664
New +$964K 0.02% 523

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

Simplicity Wealth's JKHY Position: Q3 2024 in Review

Simplicity Wealth sold out of Jack Henry & Associates (JKHY) in Q3 2024, closing a stake of 5,602 shares — an estimated $930K sold.

Simplicity Wealth first reported a position in JKHY in Q1 2024 and held it in 2 quarters. The position peaked at $984K in Q1 2024. 691 funds tracked by Wall St. Rank hold JKHY as of Q3 2024.

  • Simplicity Wealth reported no remaining Jack Henry & Associates position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,602 Jack Henry & Associates shares in Q3 2024, an estimated $930K.
  • Simplicity Wealth first reported a position in Jack Henry & Associates in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Jack Henry & Associates position peaked at $984K in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.