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Affinity Investment Advisors’s World Kinect Corp WKC Stock Holding History

Affinity Investment Advisors’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
2020
Q4 		– Sell
-14,242
Closed -$302K – 172
2020
Q3 		$302K Sell
14,242
-93
-0.6% -$2.27K 0.13% 124
2020
Q2 		$369K Hold
14,335
– – 0.18% 115
2020
Q1 		$361K Buy
14,335
+2,000
+16% +$68.2K 0.18% 107
2019
Q4 		$536K Hold
12,335
– – 0.19% 85
2019
Q3 		$493K Buy
+12,335
New +$469K 0.15% 82

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Affinity Investment Advisors's WKC Position: Q4 2020 in Review

Affinity Investment Advisors sold out of World Kinect Corp (WKC) in Q4 2020, closing a stake of 14,242 shares — an estimated $302K sold.

Affinity Investment Advisors first reported a position in WKC in Q3 2019 and held it in 5 quarters. The position peaked at $536K in Q4 2019. 236 funds tracked by Wall St. Rank hold WKC as of Q4 2020.

  • Affinity Investment Advisors reported no remaining World Kinect Corp position as of Q4 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 14,242 World Kinect Corp shares in Q4 2020, an estimated $302K.
  • Affinity Investment Advisors first reported a position in World Kinect Corp in Q3 2019 and held it in 5 quarters.
  • Affinity Investment Advisors's World Kinect Corp position peaked at $536K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2020.

Based on Affinity Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.