TCI Wealth Advisors’s Kforce KFRC Stock Holding History

TCI Wealth Advisors’s Portfolio KFRC Stock Details KFRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-79	Closed	-$5K	–	1258
2023 Q1	$5K	Hold	79	–	–	﹤0.01%	1530
2022 Q4	$4.33K	Sell	79 -75	-49%	-$4.33K	﹤0.01%	1622
2022 Q3	$9K	Buy	154 +61	+66%	+$3.64K	﹤0.01%	1076
2022 Q2	$6K	Hold	93	–	–	﹤0.01%	1364
2022 Q1	$7K	Hold	93	–	–	﹤0.01%	1328
2021 Q4	$7K	Hold	93	–	–	﹤0.01%	1428
2021 Q3	$6K	Buy	93 +50	+116%	+$3.01K	﹤0.01%	1471
2021 Q2	$3K	Hold	43	–	–	﹤0.01%	1778
2021 Q1	$2K	Buy	+43	New	+$2.08K	﹤0.01%	1786
2020 Q1	–	Sell	-19	Closed	-$1K	–	1629
2019 Q4	$1K	Hold	19	–	–	﹤0.01%	1365
2019 Q3	$1K	Hold	19	–	–	﹤0.01%	1316
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	1230
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	1247
2018 Q4	$1K	Sell	19 -21	-53%	-$676	﹤0.01%	1247
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	1043
2018 Q2	$1K	Buy	+40	New	+$1.26K	﹤0.01%	1315

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's KFRC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Kforce (KFRC) in Q2 2023, closing a stake of 79 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in KFRC in Q2 2018 and held it in 16 quarters. The position peaked at $9K in Q3 2022. 176 funds tracked by Wall St. Rank hold KFRC as of Q2 2023.

TCI Wealth Advisors reported no remaining Kforce position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 79 Kforce shares in Q2 2023, an estimated $5K.
TCI Wealth Advisors first reported a position in Kforce in Q2 2018 and held it in 16 quarters.
TCI Wealth Advisors's Kforce position peaked at $9K in Q3 2022.
176 funds tracked by Wall St. Rank held Kforce as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.