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WealthPLAN Partners’s Jack Henry & Associates JKHY Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-19
Closed -$3.18K – 734
2023
Q2 		$3.18K Buy
+19
New +$2.96K ﹤0.01% 988
2017
Q2 		– Sell
-109
Closed -$10.1K – 312
2017
Q1 		$10.1K Buy
+109
New +$10K 0.04% 269
2016
Q3 		$9.15K Sell
109
-905
-89% -$79.4K ﹤0.01% 615
2016
Q2 		$79K Buy
+1,014
New +$84.7K 0.01% 703
2015
Q4 		$62.1K Buy
+796
New +$61.1K 0.01% 560
2015
Q2 		– Sell
-796
Closed -$56K – 477
2015
Q1 		$56K Buy
+796
New +$52.1K 0.03% 227

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's JKHY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Jack Henry & Associates (JKHY) in Q3 2023, closing a stake of 19 shares — an estimated $3.18K sold.

WealthPLAN Partners first reported a position in JKHY in Q1 2015 and held it in 6 quarters. The position peaked at $79K in Q2 2016. 634 funds tracked by Wall St. Rank hold JKHY as of Q3 2023.

  • WealthPLAN Partners reported no remaining Jack Henry & Associates position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 19 Jack Henry & Associates shares in Q3 2023, an estimated $3.18K.
  • WealthPLAN Partners first reported a position in Jack Henry & Associates in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Jack Henry & Associates position peaked at $79K in Q2 2016.
  • 634 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.