Avion Wealth’s Korn Ferry KFY Stock Holding History

Avion Wealth’s Portfolio KFY Stock Details KFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10	Closed	–	–	1223
2023 Q3	$0	Buy	+10	New	+$508	﹤0.01%	1017

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's KFY Position: Q4 2023 in Review

Avion Wealth sold out of Korn Ferry (KFY) in Q4 2023, closing a stake of 10 shares.

Avion Wealth first reported a position in KFY in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 272 funds tracked by Wall St. Rank hold KFY as of Q4 2023.

Avion Wealth reported no remaining Korn Ferry position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 10 Korn Ferry shares in Q4 2023.
Avion Wealth first reported a position in Korn Ferry in Q3 2023 and held it in 1 quarter.
Avion Wealth's Korn Ferry position peaked at $0 in Q3 2023.
272 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.