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Spire Wealth Management’s Korn Ferry KFY Stock Holding History

Spire 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
2023
Q2 		– Sell
-48
Closed -$2.48K – 2467
2023
Q1 		$2.48K Sell
48
-63
-57% -$3.4K ﹤0.01% 2217
2022
Q4 		$6K Buy
+111
New +$5.9K ﹤0.01% 1785

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Spire Wealth Management's KFY Position: Q2 2023 in Review

Spire Wealth Management sold out of Korn Ferry (KFY) in Q2 2023, closing a stake of 48 shares — an estimated $2.48K sold.

Spire Wealth Management first reported a position in KFY in Q4 2022 and held it in 2 quarters. The position peaked at $6K in Q4 2022. 278 funds tracked by Wall St. Rank hold KFY as of Q2 2023.

  • Spire Wealth Management reported no remaining Korn Ferry position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 48 Korn Ferry shares in Q2 2023, an estimated $2.48K.
  • Spire Wealth Management first reported a position in Korn Ferry in Q4 2022 and held it in 2 quarters.
  • Spire Wealth Management's Korn Ferry position peaked at $6K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.