HWMA
KFY icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return