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Belpointe Asset Management’s Korn Ferry KFY Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-775
Closed -$40.1K – 2050
2023
Q1 		$40.1K Buy
775
+500
+182% +$27K ﹤0.01% 1842
2022
Q4 		$13.9K Buy
+275
New +$14.6K ﹤0.01% 2438

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Belpointe Asset Management's KFY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Korn Ferry (KFY) in Q2 2023, closing a stake of 775 shares — an estimated $40.1K sold.

Belpointe Asset Management first reported a position in KFY in Q4 2022 and held it in 2 quarters. The position peaked at $40.1K in Q1 2023. 278 funds tracked by Wall St. Rank hold KFY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Korn Ferry position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 775 Korn Ferry shares in Q2 2023, an estimated $40.1K.
  • Belpointe Asset Management first reported a position in Korn Ferry in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Korn Ferry position peaked at $40.1K in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.