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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 – 1473
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCI Wealth Advisors's JKHY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2023, closing a stake of 32 shares — an estimated $4.82K sold.

TCI Wealth Advisors first reported a position in JKHY in Q4 2018 and held it in 7 quarters. The position peaked at $23K in Q3 2022. 645 funds tracked by Wall St. Rank hold JKHY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Jack Henry & Associates position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 32 Jack Henry & Associates shares in Q2 2023, an estimated $4.82K.
  • TCI Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2018 and held it in 7 quarters.
  • TCI Wealth Advisors's Jack Henry & Associates position peaked at $23K in Q3 2022.
  • 645 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.