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Liberty Wealth Management’s Kforce KFRC Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-340
Closed -$23K – 672
2021
Q3 		$23K Buy
340
+171
+101% +$10.3K 0.01% 607
2021
Q2 		$11K Sell
169
-4
-2% -$237 ﹤0.01% 633
2021
Q1 		$7K Hold
173
– – ﹤0.01% 656
2020
Q4 		$7K Buy
173
+7
+4% +$277 ﹤0.01% 649
2020
Q3 		$5K Sell
166
-4
-2% -$128 ﹤0.01% 626
2020
Q2 		$5K Buy
170
+1
+0.6% +$29 ﹤0.01% 608
2020
Q1 		$4K Sell
169
-17
-9% -$564 ﹤0.01% 626
2019
Q4 		$7K Buy
186
+1
+0.5% +$40 0.01% 619
2019
Q3 		$7K Sell
185
-8
-4% -$276 0.01% 586
2019
Q2 		$7K Hold
193
– – 0.01% 596
2019
Q1 		$6K Buy
193
+1
+0.5% +$35 ﹤0.01% 513
2018
Q4 		$5K Buy
+192
New +$6.18K ﹤0.01% 550

Other funds holding KFRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's KFRC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Kforce (KFRC) in Q4 2021, closing a stake of 340 shares — an estimated $23K sold.

Liberty Wealth Management first reported a position in KFRC in Q4 2018 and held it in 12 quarters. The position peaked at $23K in Q3 2021. 202 funds tracked by Wall St. Rank hold KFRC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Kforce position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 340 Kforce shares in Q4 2021, an estimated $23K.
  • Liberty Wealth Management first reported a position in Kforce in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Kforce position peaked at $23K in Q3 2021.
  • 202 funds tracked by Wall St. Rank held Kforce as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.