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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 $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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return