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Curated Wealth Partners’s Kforce KFRC Stock Holding History

Curated Wealth Partners’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
2024
Q1 		– Sell
-3,305
Closed -$226K – 213
2023
Q4 		$223K Sell
3,305
-51
-2% -$3.25K 0.04% 133
2023
Q3 		$200K Hold
3,356
– – 0.04% 128
2023
Q2 		$210K Buy
+3,356
New +$202K 0.04% 127

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Curated Wealth Partners's KFRC Position: Q1 2024 in Review

Curated Wealth Partners sold out of Kforce (KFRC) in Q1 2024, closing a stake of 3,305 shares — an estimated $226K sold.

Curated Wealth Partners first reported a position in KFRC in Q2 2023 and held it in 3 quarters. The position peaked at $223K in Q4 2023. 195 funds tracked by Wall St. Rank hold KFRC as of Q1 2024.

  • Curated Wealth Partners reported no remaining Kforce position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 3,305 Kforce shares in Q1 2024, an estimated $226K.
  • Curated Wealth Partners first reported a position in Kforce in Q2 2023 and held it in 3 quarters.
  • Curated Wealth Partners's Kforce position peaked at $223K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Kforce as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.