WealthSource Partners’s Korn Ferry KFY Stock Holding History

WealthSource Partners’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 Q4	$1.06M	Hold	17,905	–	–	0.07%	189
2023 Q3	$849K	Buy	17,905 +5,868	+49%	+$298K	0.06%	210
2023 Q2	$596K	Hold	12,037	–	–	0.04%	282
2023 Q1	$623K	Hold	12,037	–	–	0.04%	261
2022 Q4	$609K	Sell	12,037 -123	-1%	-$6.54K	0.04%	267
2022 Q3	$571K	Buy	+12,160	New	+$718K	0.04%	279
2021 Q3	–	Sell	-3,866	Closed	-$280K	–	525
2021 Q2	$280K	Hold	3,866	–	–	0.02%	381
2021 Q1	$241K	Sell	3,866 -8,343	-68%	-$464K	0.02%	376
2020 Q4	$531K	Hold	12,209	–	–	0.06%	204
2020 Q3	$354K	Buy	12,209 +3,866	+46%	+$114K	0.05%	237
2020 Q2	$256K	Hold	8,343	–	–	0.04%	272
2020 Q1	$203K	Buy	+8,343	New	+$307K	0.03%	306

Other funds holding KFY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthSource Partners's KFY Position: Q4 2023 in Review

WealthSource Partners held its Korn Ferry (KFY) position steady in Q4 2023 at 17,905 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #189.

WealthSource Partners first reported a position in KFY in Q1 2020 and has held it in 12 quarters since. 272 funds tracked by Wall St. Rank hold KFY as of Q4 2023.

WealthSource Partners held 17,905 shares of Korn Ferry worth $1.06M as of Q4 2023.
WealthSource Partners left its Korn Ferry share count unchanged in Q4 2023.
Korn Ferry made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #189 holding.
WealthSource Partners first reported a position in Korn Ferry in Q1 2020 and has held it in 12 quarters since.
272 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.