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SYSTM Wealth Solutions’s Jack Henry & Associates JKHY Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-637
Closed -$111K – 818
2024
Q1 		$111K Hold
637
– – 0.01% 466
2023
Q4 		$104K Buy
+637
New +$97.6K 0.01% 453
2023
Q2 		– Sell
-1,475
Closed -$222K – 506
2023
Q1 		$222K Sell
1,475
-12,415
-89% -$2.07M 0.03% 429
2022
Q4 		$2.44M Buy
+13,890
New +$2.56M 0.3% 89

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

SYSTM Wealth Solutions's JKHY Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Jack Henry & Associates (JKHY) in Q2 2024, closing a stake of 637 shares — an estimated $111K sold.

SYSTM Wealth Solutions first reported a position in JKHY in Q4 2022 and held it in 4 quarters. The position peaked at $2.44M in Q4 2022. 667 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Jack Henry & Associates position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 637 Jack Henry & Associates shares in Q2 2024, an estimated $111K.
  • SYSTM Wealth Solutions first reported a position in Jack Henry & Associates in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Jack Henry & Associates position peaked at $2.44M in Q4 2022.
  • 667 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.