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Atria Wealth Solutions’s World Kinect Corp WKC Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-13,313
Closed -$340K – 1997
2023
Q1 		$340K Buy
+13,313
New +$362K 0.01% 1342

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's WKC Position: Q2 2023 in Review

Atria Wealth Solutions sold out of World Kinect Corp (WKC) in Q2 2023, closing a stake of 13,313 shares — an estimated $340K sold.

Atria Wealth Solutions first reported a position in WKC in Q1 2023 and held it in 1 quarter. The position peaked at $340K in Q1 2023. 223 funds tracked by Wall St. Rank hold WKC as of Q2 2023.

  • Atria Wealth Solutions reported no remaining World Kinect Corp position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,313 World Kinect Corp shares in Q2 2023, an estimated $340K.
  • Atria Wealth Solutions first reported a position in World Kinect Corp in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's World Kinect Corp position peaked at $340K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.