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

SOA 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
-1
Closed – – 917
2022
Q1 		$0 Hold
1
– – ﹤0.01% 952
2021
Q4 		$0 Hold
1
– – ﹤0.01% 926
2021
Q3 		$0 Hold
1
– – ﹤0.01% 940
2021
Q2 		$0 Sell
1
-9
-90% -$1.44K ﹤0.01% 919
2021
Q1 		$1K Sell
10
-3
-23% -$458 ﹤0.01% 772
2020
Q4 		$1K Buy
+13
New +$2.06K ﹤0.01% 748

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

SOA Wealth Advisors's JKHY Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2022, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in JKHY in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2021. 673 funds tracked by Wall St. Rank hold JKHY as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Jack Henry & Associates position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 Jack Henry & Associates share in Q2 2022.
  • SOA Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Jack Henry & Associates position peaked at $1K in Q1 2021.
  • 673 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.