AWM
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Avior Wealth Management’s World Kinect Corp WKC Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-152
Closed -$4.02K – 3739
2024
Q1 		$4.02K Buy
+152
New +$3.61K ﹤0.01% 2136
2021
Q1 		– Sell
-272
Closed -$8K – 1154
2020
Q4 		$8K Buy
+272
New +$7.26K ﹤0.01% 746
2019
Q3 		– Sell
-8,250
Closed -$297K – 884
2019
Q2 		$297K Sell
8,250
-5,300
-39% -$166K 0.05% 300
2019
Q1 		$391K Hold
13,550
– – 0.08% 238
2018
Q4 		$290K Hold
13,550
– – 0.07% 245
2018
Q3 		$375K Hold
13,550
– – 0.08% 227
2018
Q2 		$277K Hold
13,550
– – 0.06% 261
2018
Q1 		$333K Buy
13,550
+2,270
+20% +$58.4K 0.08% 218
2017
Q4 		$317K Buy
+11,280
New +$340K 0.07% 235

Other funds holding WKC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return