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Bartlett & Co Wealth Management’s Korn Ferry KFY Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-95
Closed -$4.47K – 1159
2022
Q3 		$4.47K Hold
95
– – ﹤0.01% 947
2022
Q2 		$5.51K Buy
+95
New +$5.77K ﹤0.01% 993

Other funds holding KFY

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bartlett & Co Wealth Management sold out of Korn Ferry (KFY) in Q4 2022, closing a stake of 95 shares — an estimated $4.47K sold.

Bartlett & Co Wealth Management first reported a position in KFY in Q2 2022 and held it in 2 quarters. The position peaked at $5.51K in Q2 2022. 276 funds tracked by Wall St. Rank hold KFY as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Korn Ferry position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 95 Korn Ferry shares in Q4 2022, an estimated $4.47K.
  • Bartlett & Co Wealth Management first reported a position in Korn Ferry in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Korn Ferry position peaked at $5.51K in Q2 2022.
  • 276 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2022.

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