GoalVest Advisory’s Kforce KFRC Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-42	Closed	-$2.96K	–	366
2024 Q1	$2.96K	Hold	42	–	–	﹤0.01%	358
2023 Q4	$2.84K	Sell	42 -99	-70%	-$6.32K	﹤0.01%	316
2023 Q3	$8.41K	Buy	141 +38	+37%	+$2.31K	﹤0.01%	306
2023 Q2	$6.45K	Buy	+103	New	+$6.2K	﹤0.01%	281

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

GoalVest Advisory's KFRC Position: Q2 2024 in Review

GoalVest Advisory sold out of Kforce (KFRC) in Q2 2024, closing a stake of 42 shares — an estimated $2.96K sold.

GoalVest Advisory first reported a position in KFRC in Q2 2023 and held it in 4 quarters. The position peaked at $8.41K in Q3 2023. 190 funds tracked by Wall St. Rank hold KFRC as of Q2 2024.

GoalVest Advisory reported no remaining Kforce position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 42 Kforce shares in Q2 2024, an estimated $2.96K.
GoalVest Advisory first reported a position in Kforce in Q2 2023 and held it in 4 quarters.
GoalVest Advisory's Kforce position peaked at $8.41K in Q3 2023.
190 funds tracked by Wall St. Rank held Kforce as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.