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Valeo Financial Advisors’s
Jack Henry & Associates
JKHY
Stock Holding History
Valeo Financial 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
2021
Q2
–
Sell
-33
Closed
-$5K
–
1185
2021
Q1
$5K
Buy
+33
New
+$5.03K
﹤0.01%
1562
2020
Q4
–
Sell
-46
Closed
-$7K
–
1763
2020
Q3
$7K
Sell
46
-27
-37%
-$4.69K
﹤0.01%
1165
2020
Q2
$13K
Buy
73
+12
+20%
+$2.09K
﹤0.01%
1194
2020
Q1
$10K
Buy
61
+15
+33%
+$2.33K
﹤0.01%
1098
2019
Q4
$7K
Sell
46
-35
-43%
-$5.11K
﹤0.01%
1202
2019
Q3
$12K
Buy
81
+35
+76%
+$4.96K
﹤0.01%
978
2019
Q2
$6K
Hold
46
–
–
﹤0.01%
1156
2019
Q1
$6K
Hold
46
–
–
﹤0.01%
1099
2018
Q4
$6K
Hold
46
–
–
﹤0.01%
1020
2018
Q3
$7K
Buy
+46
New
+$6.76K
﹤0.01%
1081
2018
Q2
–
Sell
-58
Closed
-$7K
–
1689
2018
Q1
$7K
Buy
+58
New
+$7.05K
﹤0.01%
1027
2017
Q4
–
Sell
-75
Closed
-$8K
–
1443
2017
Q3
$8K
Buy
+75
New
+$7.76K
﹤0.01%
755
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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6.31%
1-Year Est. Return
CIBC Private Wealth Group
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$59.2B AUM
20.62%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Parnassus Investments
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$34.1B AUM
20.22%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
SP
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$8.54B AUM
9.6%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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