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Wealthspire Advisors (Maryland)’s Korn Ferry KFY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-264
Closed -$12K – 1263
2019
Q1 		$12K Sell
264
-20
-7% -$915 ﹤0.01% 1462
2018
Q4 		$11K Buy
284
+129
+83% +$5.81K ﹤0.01% 1426
2018
Q3 		$8K Hold
155
– – ﹤0.01% 1610
2018
Q2 		$10K Hold
155
– – ﹤0.01% 1542
2018
Q1 		$8K Hold
155
– – ﹤0.01% 1645
2017
Q4 		$6K Buy
155
+125
+417% +$5.18K ﹤0.01% 1774
2017
Q3 		$1K Buy
+30
New +$1.03K ﹤0.01% 2108

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KFY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Korn Ferry (KFY) in Q2 2019, closing a stake of 264 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in KFY in Q3 2017 and held it in 7 quarters. The position peaked at $12K in Q1 2019. 242 funds tracked by Wall St. Rank hold KFY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Korn Ferry position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 264 Korn Ferry shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Korn Ferry in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Korn Ferry position peaked at $12K in Q1 2019.
  • 242 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.