Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Jack Henry & Associates JKHY Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-324
Closed -$45K – 1241
2019
Q1 		$45K Buy
324
+43
+15% +$5.69K ﹤0.01% 932
2018
Q4 		$36K Sell
281
-29
-9% -$4.12K ﹤0.01% 986
2018
Q3 		$50K Sell
310
-72
-19% -$10.6K ﹤0.01% 970
2018
Q2 		$50K Buy
382
+136
+55% +$16.9K ﹤0.01% 979
2018
Q1 		$30K Hold
246
– – ﹤0.01% 1165
2017
Q4 		$29K Buy
246
+6
+3% +$670 ﹤0.01% 1209
2017
Q3 		$25K Sell
240
-29
-11% -$3K ﹤0.01% 1219
2017
Q2 		$28K Buy
269
+72
+37% +$7.18K ﹤0.01% 1148
2017
Q1 		$18K Sell
197
-4
-2% -$369 ﹤0.01% 1121
2016
Q4 		$18K Buy
201
+16
+9% +$1.37K ﹤0.01% 1049
2016
Q3 		$16K Sell
185
-35
-16% -$3.07K ﹤0.01% 1120
2016
Q2 		$19K Hold
220
– – ﹤0.01% 1006
2016
Q1 		$19K Sell
220
-75
-25% -$6.02K ﹤0.01% 987
2015
Q4 		$23K Buy
+295
New +$22.7K ﹤0.01% 925

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JKHY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Jack Henry & Associates (JKHY) in Q2 2019, closing a stake of 324 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in JKHY in Q4 2015 and held it in 14 quarters. The position peaked at $50K in Q3 2018. 554 funds tracked by Wall St. Rank hold JKHY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Jack Henry & Associates position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 324 Jack Henry & Associates shares in Q2 2019, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in Jack Henry & Associates in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Jack Henry & Associates position peaked at $50K in Q3 2018.
  • 554 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.