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Balasa Dinverno & Foltz’s World Kinect Corp WKC Stock Holding History

Balasa Dinverno & Foltz’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
-13,310
Closed -$578K – 297
2019
Q4 		$578K Buy
13,310
+894
+7% +$37.4K 0.06% 146
2019
Q3 		$496K Buy
12,416
+4,212
+51% +$160K 0.06% 152
2019
Q2 		$295K Buy
+8,204
New +$257K 0.03% 187
2017
Q3 		– Sell
-18,070
Closed -$695K – 217
2017
Q2 		$695K Buy
18,070
+4,633
+34% +$169K 0.11% 79
2017
Q1 		$487K Buy
+13,437
New +$546K 0.08% 108

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return