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

TRUE Private 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
2019
Q3 		– Sell
-15
Closed -$2K – 490
2019
Q2 		$2K Buy
+15
New +$2.07K ﹤0.01% 720
2018
Q4 		– Sell
-128
Closed -$20.5K – 601
2018
Q3 		$20.5K Buy
+128
New +$18.8K ﹤0.01% 602

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

TRUE Private Wealth Advisors's JKHY Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q3 2019, closing a stake of 15 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in JKHY in Q3 2018 and held it in 2 quarters. The position peaked at $20.5K in Q3 2018. 547 funds tracked by Wall St. Rank hold JKHY as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining Jack Henry & Associates position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 15 Jack Henry & Associates shares in Q3 2019, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in Jack Henry & Associates in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Jack Henry & Associates position peaked at $20.5K in Q3 2018.
  • 547 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.