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Venturi Wealth Management’s Kforce KFRC Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-109
Closed -$6.7K – 1995
2024
Q3 		$6.7K Buy
+109
New +$6.97K ﹤0.01% 1311

Other funds holding KFRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Venturi Wealth Management's KFRC Position: Q4 2024 in Review

Venturi Wealth Management sold out of Kforce (KFRC) in Q4 2024, closing a stake of 109 shares — an estimated $6.7K sold.

Venturi Wealth Management first reported a position in KFRC in Q3 2024 and held it in 1 quarter. The position peaked at $6.7K in Q3 2024. 216 funds tracked by Wall St. Rank hold KFRC as of Q4 2024.

  • Venturi Wealth Management reported no remaining Kforce position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 109 Kforce shares in Q4 2024, an estimated $6.7K.
  • Venturi Wealth Management first reported a position in Kforce in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Kforce position peaked at $6.7K in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Kforce as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.