Heritage Wealth Management (Arizona)’s Korn Ferry KFY Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$243K	Sell	3,613 -367	-9%	-$23.6K	0.13%	146
2024 Q1	$262K	Sell	3,980 -63	-2%	-$3.8K	0.13%	140
2023 Q4	$240K	Buy	+4,043	New	+$206K	0.13%	143
2022 Q4	$506K	Buy	9,991 +6,121	+158%	+$325K	0.07%	213
2022 Q3	$182K	Buy	3,870 +72	+2%	+$4.25K	0.06%	245
2022 Q2	$220K	Buy	3,798 +401	+12%	+$24.4K	0.07%	218
2022 Q1	$221K	Buy	+3,397	New	+$228K	0.06%	255
2021 Q3	$130K	Buy	1,800 +275	+18%	+$19.2K	0.05%	298
2021 Q2	$111K	Buy	1,525 +569	+60%	+$37.8K	0.04%	322
2021 Q1	$60K	Buy	+956	New	+$53.1K	0.03%	346

Other funds holding KFY

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) reduced its Korn Ferry (KFY) stake by 9.2% in Q2 2024, selling an estimated $23.6K and leaving 3,613 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #146.

Heritage Wealth Management (Arizona) first reported a position in KFY in Q1 2021 and has held it in 10 quarters since. The position peaked at $506K in Q4 2022. 322 funds tracked by Wall St. Rank hold KFY as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,613 shares of Korn Ferry worth $243K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 367 Korn Ferry shares in Q2 2024, an estimated $23.6K.
Korn Ferry made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #146 holding.
Heritage Wealth Management (Arizona) first reported a position in Korn Ferry in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Korn Ferry position peaked at $506K in Q4 2022.
322 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2024.

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