TCI Wealth Advisors’s Korn Ferry KFY Stock Holding History

TCI 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 Q2	–	Sell	-573	Closed	-$29.6K	–	1259
2023 Q1	$29.6K	Hold	573	–	–	﹤0.01%	565
2022 Q4	$29K	Buy	573 +317	+124%	+$16.8K	﹤0.01%	554
2022 Q3	$12K	Sell	256 -51	-17%	-$3.01K	﹤0.01%	911
2022 Q2	$18K	Sell	307 -45	-13%	-$2.73K	﹤0.01%	685
2022 Q1	$22K	Sell	352 -141	-29%	-$9.48K	﹤0.01%	656
2021 Q4	$37K	Buy	493 +41	+9%	+$3.15K	0.01%	479
2021 Q3	$33K	Buy	452 +100	+28%	+$6.97K	0.01%	517
2021 Q2	$26K	Buy	352 +60	+21%	+$3.99K	﹤0.01%	548
2021 Q1	$18K	Buy	292 +40	+16%	+$2.22K	0.01%	606
2020 Q4	$11K	Hold	252	–	–	﹤0.01%	625
2020 Q3	$7K	Hold	252	–	–	﹤0.01%	675
2020 Q2	$8K	Hold	252	–	–	﹤0.01%	626
2020 Q1	$6K	Hold	252	–	–	﹤0.01%	677
2019 Q4	$11K	Hold	252	–	–	﹤0.01%	688
2019 Q3	$10K	Hold	252	–	–	﹤0.01%	646
2019 Q2	$10K	Hold	252	–	–	﹤0.01%	625
2019 Q1	$11K	Hold	252	–	–	﹤0.01%	615
2018 Q4	$10K	Hold	252	–	–	﹤0.01%	629
2018 Q3	$12K	Hold	252	–	–	0.01%	601
2018 Q2	$16K	Hold	252	–	–	0.01%	531
2018 Q1	$13K	Hold	252	–	–	0.01%	567
2017 Q4	$10K	Hold	252	–	–	﹤0.01%	633
2017 Q3	$10K	Hold	252	–	–	﹤0.01%	597
2017 Q2	$9K	Hold	252	–	–	﹤0.01%	614
2017 Q1	$8K	Hold	252	–	–	﹤0.01%	619
2016 Q4	$7K	Hold	252	–	–	﹤0.01%	705
2016 Q3	$5K	Hold	252	–	–	﹤0.01%	735
2016 Q2	$5K	Hold	252	–	–	﹤0.01%	719
2016 Q1	$7K	Hold	252	–	–	﹤0.01%	650
2015 Q4	$8K	Buy	+252	New	+$8.85K	﹤0.01%	629

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

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

TCI Wealth Advisors sold out of Korn Ferry (KFY) in Q2 2023, closing a stake of 573 shares — an estimated $29.6K sold.

TCI Wealth Advisors first reported a position in KFY in Q4 2015 and held it in 30 quarters. The position peaked at $37K in Q4 2021. 278 funds tracked by Wall St. Rank hold KFY as of Q2 2023.

TCI Wealth Advisors reported no remaining Korn Ferry position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 573 Korn Ferry shares in Q2 2023, an estimated $29.6K.
TCI Wealth Advisors first reported a position in Korn Ferry in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's Korn Ferry position peaked at $37K in Q4 2021.
278 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2023.

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