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Avior Wealth Management’s Korn Ferry KFY Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-695
Closed -$46.9K – 1594
2024
Q4 		$46.9K Hold
695
– – ﹤0.01% 1174
2024
Q3 		$52.3K Sell
695
-18
-3% -$1.26K ﹤0.01% 1097
2024
Q2 		$47.9K Sell
713
-385
-35% -$24.7K ﹤0.01% 1101
2024
Q1 		$72.2K Buy
+1,098
New +$66.2K ﹤0.01% 1085
2023
Q3 		– Sell
-55
Closed -$2.72K – 1643
2023
Q2 		$2.72K Sell
55
-50
-48% -$2.46K ﹤0.01% 1320
2023
Q1 		$5.43K Buy
+105
New +$5.67K ﹤0.01% 1175

Other funds holding KFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avior Wealth Management's KFY Position: Q1 2025 in Review

Avior Wealth Management sold out of Korn Ferry (KFY) in Q1 2025, closing a stake of 695 shares — an estimated $46.9K sold.

Avior Wealth Management first reported a position in KFY in Q1 2023 and held it in 6 quarters. The position peaked at $72.2K in Q1 2024. 329 funds tracked by Wall St. Rank hold KFY as of Q1 2025.

  • Avior Wealth Management reported no remaining Korn Ferry position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 695 Korn Ferry shares in Q1 2025, an estimated $46.9K.
  • Avior Wealth Management first reported a position in Korn Ferry in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Korn Ferry position peaked at $72.2K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.