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Bell Investment Advisors’s World Kinect Corp WKC Stock Holding History

Bell Investment Advisors’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
Q1 		– Sell
-59
Closed -$1.34K – 1948
2023
Q4 		$1.34K Buy
59
+23
+64% +$483 ﹤0.01% 1486
2023
Q3 		$808 Sell
36
-38
-51% -$847 ﹤0.01% 1633
2023
Q2 		$1.53K Hold
74
– – ﹤0.01% 1427
2023
Q1 		$1.89K Sell
74
-35
-32% -$953 ﹤0.01% 1300
2022
Q4 		$2.98K Buy
109
+10
+10% +$269 ﹤0.01% 1070
2022
Q3 		$2K Buy
+99
New +$2.46K ﹤0.01% 1250
2021
Q4 		$1K Sell
20
-20
-50% -$571 ﹤0.01% 1662
2021
Q3 		$1K Buy
+40
New +$1.28K ﹤0.01% 1615

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bell Investment Advisors's WKC Position: Q1 2024 in Review

Bell Investment Advisors sold out of World Kinect Corp (WKC) in Q1 2024, closing a stake of 59 shares — an estimated $1.34K sold.

Bell Investment Advisors first reported a position in WKC in Q3 2021 and held it in 8 quarters. The position peaked at $2.98K in Q4 2022. 231 funds tracked by Wall St. Rank hold WKC as of Q1 2024.

  • Bell Investment Advisors reported no remaining World Kinect Corp position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 59 World Kinect Corp shares in Q1 2024, an estimated $1.34K.
  • Bell Investment Advisors first reported a position in World Kinect Corp in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's World Kinect Corp position peaked at $2.98K in Q4 2022.
  • 231 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.