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Western Pacific Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Western Pacific Wealth Management’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
Q4 		– Sell
-21
Closed -$3.17K – 264
2023
Q3 		$3.17K Hold
21
– – ﹤0.01% 238
2023
Q2 		$3.51K Hold
21
– – ﹤0.01% 241
2023
Q1 		$3.17K Hold
21
– – ﹤0.01% 254
2022
Q4 		$3.69K Buy
+21
New +$3.88K ﹤0.01% 242

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Western Pacific Wealth Management's JKHY Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Jack Henry & Associates (JKHY) in Q4 2023, closing a stake of 21 shares — an estimated $3.17K sold.

Western Pacific Wealth Management first reported a position in JKHY in Q4 2022 and held it in 4 quarters. The position peaked at $3.69K in Q4 2022. 688 funds tracked by Wall St. Rank hold JKHY as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Jack Henry & Associates position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 21 Jack Henry & Associates shares in Q4 2023, an estimated $3.17K.
  • Western Pacific Wealth Management first reported a position in Jack Henry & Associates in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's Jack Henry & Associates position peaked at $3.69K in Q4 2022.
  • 688 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.