YWP
JKHY icon

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 – 428
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

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State Street
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CIBC Private Wealth Group
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return