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TFO Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

TFO Wealth Partners’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
-142
Closed -$24.7K – 414
2024
Q1 		$24.7K Hold
142
– – ﹤0.01% 74
2023
Q4 		$23.2K Hold
142
– – ﹤0.01% 76
2023
Q3 		$23.8K Hold
142
– – 0.01% 135
2023
Q2 		$23.8K Hold
142
– – 0.01% 125
2023
Q1 		$21.4K Sell
142
-426
-75% -$71.1K ﹤0.01% 95
2022
Q4 		$28.2K Buy
+568
New +$105K 0.01% 71

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's JKHY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q2 2024, closing a stake of 142 shares — an estimated $24.7K sold.

TFO Wealth Partners first reported a position in JKHY in Q4 2022 and held it in 6 quarters. The position peaked at $28.2K in Q4 2022. 668 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

  • TFO Wealth Partners reported no remaining Jack Henry & Associates position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 142 Jack Henry & Associates shares in Q2 2024, an estimated $24.7K.
  • TFO Wealth Partners first reported a position in Jack Henry & Associates in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Jack Henry & Associates position peaked at $28.2K in Q4 2022.
  • 668 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.