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Bartlett & Co Wealth Management’s Kforce KFRC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KFRC Stock Details KFRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-91
Closed -$5.34K – 1158
2022
Q3 		$5.34K Hold
91
– – ﹤0.01% 912
2022
Q2 		$5.58K Buy
+91
New +$6.22K ﹤0.01% 992

Other funds holding KFRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bartlett & Co Wealth Management's KFRC Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Kforce (KFRC) in Q4 2022, closing a stake of 91 shares — an estimated $5.34K sold.

Bartlett & Co Wealth Management first reported a position in KFRC in Q2 2022 and held it in 2 quarters. The position peaked at $5.58K in Q2 2022. 191 funds tracked by Wall St. Rank hold KFRC as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Kforce position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 91 Kforce shares in Q4 2022, an estimated $5.34K.
  • Bartlett & Co Wealth Management first reported a position in Kforce in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Kforce position peaked at $5.58K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held Kforce as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.