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Heritage Wealth Management (Arizona)’s Kforce KFRC Stock Holding History

Heritage Wealth Management (Arizona)’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
-3,525
Closed -$249K – 181
2024
Q1 		$249K Sell
3,525
-76
-2% -$5.2K 0.13% 144
2023
Q4 		$243K Buy
+3,601
New +$230K 0.13% 142
2022
Q4 		$534K Buy
9,739
+5,849
+150% +$338K 0.08% 200
2022
Q3 		$228K Buy
3,890
+69
+2% +$4.11K 0.07% 200
2022
Q2 		$234K Buy
3,821
+346
+10% +$23.6K 0.08% 206
2022
Q1 		$257K Buy
+3,475
New +$248K 0.07% 219
2021
Q3 		$131K Buy
2,202
+430
+24% +$25.9K 0.05% 296
2021
Q2 		$111K Buy
1,772
+531
+43% +$31.4K 0.04% 321
2021
Q1 		$67K Buy
+1,241
New +$60.1K 0.04% 318

Other funds holding KFRC

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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 $5.7T 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 $9.96B AUM 41% 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