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Kingswood Wealth Advisors’s Kforce KFRC Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-3,716
Closed -$251K – 660
2023
Q4 		$251K Buy
+3,716
New +$237K 0.03% 522

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Kingswood Wealth Advisors's KFRC Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Kforce (KFRC) in Q1 2024, closing a stake of 3,716 shares — an estimated $251K sold.

Kingswood Wealth Advisors first reported a position in KFRC in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 195 funds tracked by Wall St. Rank hold KFRC as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Kforce position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,716 Kforce shares in Q1 2024, an estimated $251K.
  • Kingswood Wealth Advisors first reported a position in Kforce in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Kforce position peaked at $251K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Kforce as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.