YorkBridge Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-975	Closed	-$131K	–	427
2019 Q2	$131K	Sell	975 -3	-0.3%	-$415	0.06%	249
2019 Q1	$136K	Buy	978 +12	+1%	+$1.59K	0.06%	230
2018 Q4	$122K	Sell	966 -93	-9%	-$13.2K	0.06%	219
2018 Q3	$168K	Sell	1,059 -100	-9%	-$14.7K	0.08%	191
2018 Q2	$151K	Buy	1,159 +9	+0.8%	+$1.12K	0.07%	212
2018 Q1	$138K	Buy	1,150 +61	+6%	+$7.42K	0.06%	228
2017 Q4	$128K	Buy	1,089 +23	+2%	+$2.57K	0.06%	235
2017 Q3	$110K	Sell	1,066 -22	-2%	-$2.28K	0.06%	254
2017 Q2	$112K	Buy	1,088 +45	+4%	+$4.49K	0.06%	249
2017 Q1	$102K	Buy	1,043 +185	+22%	+$17K	0.05%	257
2016 Q4	$76K	Buy	+858	New	+$73.2K	0.04%	285

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

YorkBridge Wealth Partners's JKHY Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q3 2019, closing a stake of 975 shares — an estimated $131K sold.

YorkBridge Wealth Partners first reported a position in JKHY in Q4 2016 and held it in 11 quarters. The position peaked at $168K in Q3 2018. 548 funds tracked by Wall St. Rank hold JKHY as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Jack Henry & Associates position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 975 Jack Henry & Associates shares in Q3 2019, an estimated $131K.
YorkBridge Wealth Partners first reported a position in Jack Henry & Associates in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Jack Henry & Associates position peaked at $168K in Q3 2018.
548 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.