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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KFRC Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Kforce (KFRC) in Q2 2024, closing a stake of 3,525 shares — an estimated $249K sold.

Heritage Wealth Management (Arizona) first reported a position in KFRC in Q1 2021 and held it in 9 quarters. The position peaked at $534K in Q4 2022. 190 funds tracked by Wall St. Rank hold KFRC as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining Kforce position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 3,525 Kforce shares in Q2 2024, an estimated $249K.
Heritage Wealth Management (Arizona) first reported a position in Kforce in Q1 2021 and held it in 9 quarters.
Heritage Wealth Management (Arizona)'s Kforce position peaked at $534K in Q4 2022.
190 funds tracked by Wall St. Rank held Kforce as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.