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Wealthcare Advisory Partners’s Jack Henry & Associates JKHY Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-28
Closed -$4K – 1224
2021
Q1 		$4K Buy
+28
New +$4.27K ﹤0.01% 1709
2020
Q2 		– Sell
-22
Closed -$3K – 879
2020
Q1 		$3K Hold
22
– – ﹤0.01% 1235
2019
Q4 		$3K Hold
22
– – ﹤0.01% 1202
2019
Q3 		$3K Buy
+22
New +$3.12K ﹤0.01% 1158

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Kayne Anderson Rudnick Investment Management
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CIBC Private Wealth Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthcare Advisory Partners's JKHY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Jack Henry & Associates (JKHY) in Q2 2021, closing a stake of 28 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in JKHY in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 619 funds tracked by Wall St. Rank hold JKHY as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Jack Henry & Associates position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 28 Jack Henry & Associates shares in Q2 2021, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in Jack Henry & Associates in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Jack Henry & Associates position peaked at $4K in Q1 2021.
  • 619 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.