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Westside Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Westside Investment 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
2024
Q3 		– Sell
-7
Closed -$1.16K – 1007
2024
Q2 		$1.16K Buy
+7
New +$1.16K ﹤0.01% 935

Other funds holding JKHY

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westside Investment Management's JKHY Position: Q3 2024 in Review

Westside Investment Management sold out of Jack Henry & Associates (JKHY) in Q3 2024, closing a stake of 7 shares — an estimated $1.16K sold.

Westside Investment Management first reported a position in JKHY in Q2 2024 and held it in 1 quarter. The position peaked at $1.16K in Q2 2024. 691 funds tracked by Wall St. Rank hold JKHY as of Q3 2024.

  • Westside Investment Management reported no remaining Jack Henry & Associates position as of Q3 2024 after selling out during the quarter.
  • Westside Investment Management sold 7 Jack Henry & Associates shares in Q3 2024, an estimated $1.16K.
  • Westside Investment Management first reported a position in Jack Henry & Associates in Q2 2024 and held it in 1 quarter.
  • Westside Investment Management's Jack Henry & Associates position peaked at $1.16K in Q2 2024.
  • 691 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.