Patriot Financial Group Insurance Agency’s Korn Ferry KFY Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-155	Closed	-$9K	–	1236
2022 Q2	$9K	Sell	155 -228	-60%	-$13.8K	﹤0.01%	1295
2022 Q1	$25K	Sell	383 -9	-2%	-$605	﹤0.01%	1005
2021 Q4	$30K	Buy	392 +1	+0.3%	+$77	0.01%	1059
2021 Q3	$28K	Buy	391 +28	+8%	+$1.95K	0.01%	1075
2021 Q2	$26K	Hold	363	–	–	﹤0.01%	1073
2021 Q1	$23K	Buy	363 +198	+120%	+$11K	0.01%	1035
2020 Q4	$7K	Hold	165	–	–	﹤0.01%	1326
2020 Q3	$5K	Hold	165	–	–	﹤0.01%	1233
2020 Q2	$5K	Buy	165 +6	+4%	+$172	﹤0.01%	1182
2020 Q1	$4K	Buy	+159	New	+$5.86K	﹤0.01%	1135
2018 Q1	–	Sell	-150	Closed	-$6K	–	973
2017 Q4	$6K	Hold	150	–	–	﹤0.01%	691
2017 Q3	$6K	Hold	150	–	–	0.01%	666
2017 Q2	$5K	Sell	150 -400	-73%	-$13K	0.01%	679
2017 Q1	$17K	Hold	550	–	–	0.02%	397
2016 Q4	$16K	Buy	+550	New	+$13.4K	0.02%	387

Other funds holding KFY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KFY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Korn Ferry (KFY) in Q3 2022, closing a stake of 155 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in KFY in Q4 2016 and held it in 15 quarters. The position peaked at $30K in Q4 2021. 277 funds tracked by Wall St. Rank hold KFY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Korn Ferry position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 155 Korn Ferry shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in Korn Ferry in Q4 2016 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Korn Ferry position peaked at $30K in Q4 2021.
277 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.