VWA
JKHY icon

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

V 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
2020
Q3 		– Sell
-3,320
Closed -$611K – 257
2020
Q2 		$611K Hold
3,320
– – 0.16% 157
2020
Q1 		$515K Buy
+3,320
New +$516K 0.16% 143
2017
Q3 		– Sell
-129
Closed -$14K – 466
2017
Q2 		$14K Buy
+129
New +$12.9K 0.01% 508

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
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

V Wealth Advisors's JKHY Position: Q3 2020 in Review

V Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q3 2020, closing a stake of 3,320 shares — an estimated $611K sold.

V Wealth Advisors first reported a position in JKHY in Q2 2017 and held it in 3 quarters. The position peaked at $611K in Q2 2020. 619 funds tracked by Wall St. Rank hold JKHY as of Q3 2020.

  • V Wealth Advisors reported no remaining Jack Henry & Associates position as of Q3 2020 after selling out during the quarter.
  • V Wealth Advisors sold 3,320 Jack Henry & Associates shares in Q3 2020, an estimated $611K.
  • V Wealth Advisors first reported a position in Jack Henry & Associates in Q2 2017 and held it in 3 quarters.
  • V Wealth Advisors's Jack Henry & Associates position peaked at $611K in Q2 2020.
  • 619 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.