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Advisory Research’s World Kinect Corp WKC Stock Holding History

Advisory Research’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-258,056
Closed -$9.08M – 391
2021
Q1 		$9.08M Sell
258,056
-1,763
-0.7% -$59.8K 0.64% 58
2020
Q4 		$8.1M Buy
+259,819
New +$6.93M 0.59% 65

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisory Research's WKC Position: Q2 2021 in Review

Advisory Research sold out of World Kinect Corp (WKC) in Q2 2021, closing a stake of 258,056 shares — an estimated $9.08M sold.

Advisory Research first reported a position in WKC in Q4 2020 and held it in 2 quarters. The position peaked at $9.08M in Q1 2021. 230 funds tracked by Wall St. Rank hold WKC as of Q2 2021.

  • Advisory Research reported no remaining World Kinect Corp position as of Q2 2021 after selling out during the quarter.
  • Advisory Research sold 258,056 World Kinect Corp shares in Q2 2021, an estimated $9.08M.
  • Advisory Research first reported a position in World Kinect Corp in Q4 2020 and held it in 2 quarters.
  • Advisory Research's World Kinect Corp position peaked at $9.08M in Q1 2021.
  • 230 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.