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	–	3734
2024 Q1	$4.02K	Buy	+152	New	+$3.61K	﹤0.01%	2136
2021 Q1	–	Sell	-272	Closed	-$8K	–	1149
2020 Q4	$8K	Buy	+272	New	+$7.26K	﹤0.01%	746
2019 Q3	–	Sell	-8,250	Closed	-$297K	–	880
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 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 $3.37T AUM 44.26% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

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

Avior Wealth Management's WKC Position: Q2 2024 in Review

Avior Wealth Management sold out of World Kinect Corp (WKC) in Q2 2024, closing a stake of 152 shares — an estimated $4.02K sold.

Avior Wealth Management first reported a position in WKC in Q4 2017 and held it in 9 quarters. The position peaked at $391K in Q1 2019. 229 funds tracked by Wall St. Rank hold WKC as of Q2 2024.

Avior Wealth Management reported no remaining World Kinect Corp position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 152 World Kinect Corp shares in Q2 2024, an estimated $4.02K.
Avior Wealth Management first reported a position in World Kinect Corp in Q4 2017 and held it in 9 quarters.
Avior Wealth Management's World Kinect Corp position peaked at $391K in Q1 2019.
229 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.