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Sound Financial Strategies Group’s Jack Henry & Associates JKHY Stock Holding History

Sound Financial Strategies Group’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
Q2 		– Sell
-3,775
Closed -$573K – 104
2021
Q1 		$573K Sell
3,775
-70
-2% -$10.7K 0.29% 59
2020
Q4 		$623K Buy
+3,845
New +$611K 0.34% 43

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sound Financial Strategies Group's JKHY Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of Jack Henry & Associates (JKHY) in Q2 2021, closing a stake of 3,775 shares — an estimated $573K sold.

Sound Financial Strategies Group first reported a position in JKHY in Q4 2020 and held it in 2 quarters. The position peaked at $623K in Q4 2020. 620 funds tracked by Wall St. Rank hold JKHY as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining Jack Henry & Associates position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 3,775 Jack Henry & Associates shares in Q2 2021, an estimated $573K.
  • Sound Financial Strategies Group first reported a position in Jack Henry & Associates in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's Jack Henry & Associates position peaked at $623K in Q4 2020.
  • 620 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.