Simplicity Wealth’s Korn Ferry KFY Stock Holding History

Simplicity Wealth’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
2024 Q4	–	Sell	-6,146	Closed	-$462K	–	444
2024 Q3	$462K	Buy	6,146 +283	+5%	+$19.9K	0.04%	308
2024 Q2	$394K	Buy	+5,863	New	+$377K	0.01%	848

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Simplicity Wealth's KFY Position: Q4 2024 in Review

Simplicity Wealth sold out of Korn Ferry (KFY) in Q4 2024, closing a stake of 6,146 shares — an estimated $462K sold.

Simplicity Wealth first reported a position in KFY in Q2 2024 and held it in 2 quarters. The position peaked at $462K in Q3 2024. 316 funds tracked by Wall St. Rank hold KFY as of Q4 2024.

Simplicity Wealth reported no remaining Korn Ferry position as of Q4 2024 after selling out during the quarter.
Simplicity Wealth sold 6,146 Korn Ferry shares in Q4 2024, an estimated $462K.
Simplicity Wealth first reported a position in Korn Ferry in Q2 2024 and held it in 2 quarters.
Simplicity Wealth's Korn Ferry position peaked at $462K in Q3 2024.
316 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.