Avion Wealth’s World Kinect Corp WKC Stock Holding History

Avion Wealth’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 Q4	–	Sell	-22	Closed	–	–	1371
2023 Q3	$0	Buy	+22	New	+$491	﹤0.01%	1230

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avion Wealth's WKC Position: Q4 2023 in Review

Avion Wealth sold out of World Kinect Corp (WKC) in Q4 2023, closing a stake of 22 shares.

Avion Wealth first reported a position in WKC in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 233 funds tracked by Wall St. Rank hold WKC as of Q4 2023.

Avion Wealth reported no remaining World Kinect Corp position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 22 World Kinect Corp shares in Q4 2023.
Avion Wealth first reported a position in World Kinect Corp in Q3 2023 and held it in 1 quarter.
Avion Wealth's World Kinect Corp position peaked at $0 in Q3 2023.
233 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.