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Liberty Wealth Management’s Korn Ferry KFY Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-364
Closed -$28K – 673
2021
Q3 		$28K Buy
364
+182
+100% +$12.7K 0.01% 567
2021
Q2 		$13K Hold
182
– – 0.01% 598
2021
Q1 		$8K Hold
182
– – ﹤0.01% 635
2020
Q4 		$8K Buy
182
+1
+0.6% +$37 ﹤0.01% 629
2020
Q3 		$5K Buy
181
+1
+0.6% +$30 ﹤0.01% 627
2020
Q2 		$6K Hold
180
– – ﹤0.01% 579
2020
Q1 		$4K Buy
+180
New +$6.63K ﹤0.01% 627

Other funds holding KFY

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Liberty Wealth Management sold out of Korn Ferry (KFY) in Q4 2021, closing a stake of 364 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in KFY in Q1 2020 and held it in 7 quarters. The position peaked at $28K in Q3 2021. 288 funds tracked by Wall St. Rank hold KFY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Korn Ferry position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 364 Korn Ferry shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Korn Ferry in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's Korn Ferry position peaked at $28K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2021.

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