Glassman Wealth Services’s Korn Ferry KFY Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-4	Closed	-$237	–	1028
2023 Q4	$237	Sell	4 -35	-90%	-$1.79K	﹤0.01%	1860
2023 Q3	$1.85K	Buy	39 +35	+875%	+$1.78K	﹤0.01%	1358
2023 Q2	$198	Hold	4	–	–	﹤0.01%	1811
2023 Q1	$207	Hold	4	–	–	﹤0.01%	1795
2022 Q4	$202	Hold	4	–	–	﹤0.01%	1798
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1839
2022 Q2	$0	Sell	4 -14	-78%	-$850	﹤0.01%	1845
2022 Q1	$1K	Buy	18 +14	+350%	+$941	﹤0.01%	1424
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1776
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1714
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1559
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1525
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1447
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1410
2020 Q2	$0	Buy	+4	New	+$114	﹤0.01%	1387
2020 Q1	–	Sell	-5	Closed	–	–	1349
2019 Q4	$0	Buy	+5	New	+$193	﹤0.01%	1332
2019 Q3	–	Sell	-64	Closed	-$3K	–	1216
2019 Q2	$3K	Buy	+64	New	+$2.91K	﹤0.01%	645

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Glassman Wealth Services's KFY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Korn Ferry (KFY) in Q1 2024, closing a stake of 4 shares — an estimated $237 sold.

Glassman Wealth Services first reported a position in KFY in Q2 2019 and held it in 17 quarters. The position peaked at $3K in Q2 2019. 300 funds tracked by Wall St. Rank hold KFY as of Q1 2024.

Glassman Wealth Services reported no remaining Korn Ferry position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4 Korn Ferry shares in Q1 2024, an estimated $237.
Glassman Wealth Services first reported a position in Korn Ferry in Q2 2019 and held it in 17 quarters.
Glassman Wealth Services's Korn Ferry position peaked at $3K in Q2 2019.
300 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.