TWA
JKHY icon

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

TCI 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
2023
Q2 		– Sell
-32
Closed -$4.82K – 1237
2023
Q1 		$4.82K Sell
32
-92
-74% -$15.4K ﹤0.01% 1556
2022
Q4 		$21.8K Sell
124
-1
-0.8% -$185 ﹤0.01% 661
2022
Q3 		$23K Buy
125
+4
+3% +$785 ﹤0.01% 597
2022
Q2 		$22K Buy
121
+15
+14% +$2.81K ﹤0.01% 611
2022
Q1 		$21K Buy
106
+16
+18% +$2.8K ﹤0.01% 677
2021
Q4 		$15K Buy
+90
New +$14.6K ﹤0.01% 869
2019
Q1 		– Sell
-5
Closed -$1K – 1474
2018
Q4 		$1K Buy
+5
New +$710 ﹤0.01% 1242

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return