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Allworth Financial’s World Kinect Corp WKC Stock Holding History

Allworth Financial’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
2026
Q1 		$32.6K Buy
1,415
+109
+8% +$2.77K ﹤0.01% 2639
2025
Q4 		$30.6K Sell
1,306
-141
-10% -$3.48K ﹤0.01% 2527
2025
Q3 		$37.5K Sell
1,447
-12
-0.8% -$323 ﹤0.01% 2301
2025
Q2 		$41.4K Buy
1,459
+64
+5% +$1.7K ﹤0.01% 2069
2025
Q1 		$34.3K Buy
1,395
+57
+4% +$1.62K ﹤0.01% 1745
2024
Q4 		$37.8K Sell
1,338
-589
-31% -$16.9K ﹤0.01% 1718
2024
Q3 		$59.6K Buy
1,927
+223
+13% +$6.17K ﹤0.01% 1324
2024
Q2 		$45.3K Buy
1,704
+236
+16% +$5.97K ﹤0.01% 1426
2024
Q1 		$38.8K Sell
1,468
-48
-3% -$1.14K ﹤0.01% 1410
2023
Q4 		$34.5K Buy
1,516
+74
+5% +$1.55K ﹤0.01% 1350
2023
Q3 		$32.3K Buy
1,442
+750
+108% +$16.7K ﹤0.01% 1279
2023
Q2 		$14.3K Hold
692
– – ﹤0.01% 1731
2023
Q1 		$17.7K Hold
692
– – ﹤0.01% 1531
2022
Q4 		$18.9K Hold
692
– – ﹤0.01% 1389
2022
Q3 		$16K Buy
692
+567
+454% +$14.1K ﹤0.01% 1397
2022
Q2 		$3K Buy
+125
New +$3.07K ﹤0.01% 1949

Other funds holding WKC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return