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Avitas Wealth Management’s World Kinect Corp WKC Stock Holding History

Avitas 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
2020
Q1 		– Sell
-50,184
Closed -$2.18M – 177
2019
Q4 		$2.18M Buy
50,184
+211
+0.4% +$8.83K 0.56% 79
2019
Q3 		$2M Buy
+49,973
New +$1.9M 0.55% 80

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Avitas Wealth Management's WKC Position: Q1 2020 in Review

Avitas Wealth Management sold out of World Kinect Corp (WKC) in Q1 2020, closing a stake of 50,184 shares — an estimated $2.18M sold.

Avitas Wealth Management first reported a position in WKC in Q3 2019 and held it in 2 quarters. The position peaked at $2.18M in Q4 2019. 230 funds tracked by Wall St. Rank hold WKC as of Q1 2020.

  • Avitas Wealth Management reported no remaining World Kinect Corp position as of Q1 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 50,184 World Kinect Corp shares in Q1 2020, an estimated $2.18M.
  • Avitas Wealth Management first reported a position in World Kinect Corp in Q3 2019 and held it in 2 quarters.
  • Avitas Wealth Management's World Kinect Corp position peaked at $2.18M in Q4 2019.
  • 230 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.