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Avantax Advisory Services’s World Kinect Corp WKC Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-6,876
Closed -$213K – 2274
2024
Q3 		$213K Sell
6,876
-2,148
-24% -$59.4K ﹤0.01% 1974
2024
Q2 		$233K Buy
+9,024
New +$228K ﹤0.01% 1868

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Advisory Services's WKC Position: Q4 2024 in Review

Avantax Advisory Services sold out of World Kinect Corp (WKC) in Q4 2024, closing a stake of 6,876 shares — an estimated $213K sold.

Avantax Advisory Services first reported a position in WKC in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q2 2024. 264 funds tracked by Wall St. Rank hold WKC as of Q4 2024.

  • Avantax Advisory Services reported no remaining World Kinect Corp position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 6,876 World Kinect Corp shares in Q4 2024, an estimated $213K.
  • Avantax Advisory Services first reported a position in World Kinect Corp in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's World Kinect Corp position peaked at $233K in Q2 2024.
  • 264 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.