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Sutton Wealth Advisors’s Korn Ferry KFY Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-1,438
Closed -$72.8K – 1197
2022
Q4 		$72.8K Buy
1,438
+3
+0.2% +$159 0.03% 306
2022
Q3 		$67.4K Sell
1,435
-12
-0.8% -$709 0.03% 316
2022
Q2 		$84K Buy
1,447
+11
+0.8% +$668 0.03% 266
2022
Q1 		$93.3K Sell
1,436
-9
-0.6% -$605 0.03% 261
2021
Q4 		$109K Sell
1,445
-5
-0.3% -$384 0.04% 243
2021
Q3 		$105K Sell
1,450
-51
-3% -$3.55K 0.04% 242
2021
Q2 		$109K Sell
1,501
-21
-1% -$1.4K 0.04% 241
2021
Q1 		$94.9K Hold
1,522
– – 0.04% 248
2020
Q4 		$66.2K Hold
1,522
– – 0.03% 294
2020
Q3 		$44.1K Hold
1,522
– – 0.02% 326
2020
Q2 		$46.8K Hold
1,522
– – 0.02% 317
2020
Q1 		$37K Buy
1,522
+525
+53% +$19.3K 0.02% 334
2019
Q4 		$42.3K Hold
997
– – 0.02% 356
2019
Q3 		$38.5K Hold
997
– – 0.02% 377
2019
Q2 		$40K Hold
997
– – 0.02% 360
2019
Q1 		$44.6K Hold
997
– – 0.03% 324
2018
Q4 		$39.4K Hold
997
– – 0.03% 324
2018
Q3 		$49.1K Hold
997
– – 0.03% 295
2018
Q2 		$61.7K Hold
997
– – 0.04% 244
2018
Q1 		$51.4K Hold
997
– – 0.04% 269
2017
Q4 		$41.3K Hold
997
– – 0.03% 325
2017
Q3 		$39.3K Hold
997
– – 0.03% 331
2017
Q2 		$34.4K Hold
997
– – 0.03% 347
2017
Q1 		$31.4K Hold
997
– – 0.03% 367
2016
Q4 		$29.3K Buy
+997
New +$24.3K 0.03% 373
2016
Q2 		– Sell
-121
Closed -$3.31K – 1053
2016
Q1 		$3.42K Buy
+121
New +$3.47K ﹤0.01% 830

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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Sutton Wealth Advisors's KFY Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Korn Ferry (KFY) in Q1 2023, closing a stake of 1,438 shares — an estimated $72.8K sold.

Sutton Wealth Advisors first reported a position in KFY in Q1 2016 and held it in 26 quarters. The position peaked at $109K in Q4 2021. 289 funds tracked by Wall St. Rank hold KFY as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Korn Ferry position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,438 Korn Ferry shares in Q1 2023, an estimated $72.8K.
  • Sutton Wealth Advisors first reported a position in Korn Ferry in Q1 2016 and held it in 26 quarters.
  • Sutton Wealth Advisors's Korn Ferry position peaked at $109K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.