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Mission Wealth Management’s Korn Ferry KFY Stock Holding History

Mission 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
2022
Q1 		– Sell
-3,400
Closed -$257K – 555
2021
Q4 		$257K Hold
3,400
– – 0.01% 464
2021
Q3 		$246K Hold
3,400
– – 0.01% 456
2021
Q2 		$247K Hold
3,400
– – 0.01% 432
2021
Q1 		$212K Buy
+3,400
New +$189K 0.01% 421

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mission Wealth Management's KFY Position: Q1 2022 in Review

Mission Wealth Management sold out of Korn Ferry (KFY) in Q1 2022, closing a stake of 3,400 shares — an estimated $257K sold.

Mission Wealth Management first reported a position in KFY in Q1 2021 and held it in 4 quarters. The position peaked at $257K in Q4 2021. 287 funds tracked by Wall St. Rank hold KFY as of Q1 2022.

  • Mission Wealth Management reported no remaining Korn Ferry position as of Q1 2022 after selling out during the quarter.
  • Mission Wealth Management sold 3,400 Korn Ferry shares in Q1 2022, an estimated $257K.
  • Mission Wealth Management first reported a position in Korn Ferry in Q1 2021 and held it in 4 quarters.
  • Mission Wealth Management's Korn Ferry position peaked at $257K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2022.

Based on Mission Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.