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Toth Financial Advisory’s Jack Henry & Associates JKHY Stock Holding History

Toth Financial Advisory’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
2020
Q3 		– Sell
-1,465
Closed -$270K – 574
2020
Q2 		$270K Buy
+1,465
New +$255K 0.06% 154

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Toth Financial Advisory's JKHY Position: Q3 2020 in Review

Toth Financial Advisory sold out of Jack Henry & Associates (JKHY) in Q3 2020, closing a stake of 1,465 shares — an estimated $270K sold.

Toth Financial Advisory first reported a position in JKHY in Q2 2020 and held it in 1 quarter. The position peaked at $270K in Q2 2020. 619 funds tracked by Wall St. Rank hold JKHY as of Q3 2020.

  • Toth Financial Advisory reported no remaining Jack Henry & Associates position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 1,465 Jack Henry & Associates shares in Q3 2020, an estimated $270K.
  • Toth Financial Advisory first reported a position in Jack Henry & Associates in Q2 2020 and held it in 1 quarter.
  • Toth Financial Advisory's Jack Henry & Associates position peaked at $270K in Q2 2020.
  • 619 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.