Berman Capital Advisors’s World Kinect Corp WKC Stock Holding History

Berman Capital 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
2021 Q3	$3K	Buy	+93	New	+$2.98K	﹤0.01%	1630
2020 Q4	–	Sell	-129	Closed	-$2K	–	1847
2020 Q3	$2K	Buy	129 +53	+70%	+$1.3K	﹤0.01%	1350
2020 Q2	$1K	Hold	76	–	–	﹤0.01%	1521
2020 Q1	$1K	Hold	76	–	–	﹤0.01%	1392
2019 Q4	$3K	Hold	76	–	–	﹤0.01%	1142
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	1116
2019 Q2	$2K	Buy	+76	New	+$2.38K	﹤0.01%	1246

Other funds holding WKC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's WKC Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in World Kinect Corp (WKC) in Q3 2021: 93 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in WKC as recently as Q3 2020.

Berman Capital Advisors first reported a position in WKC in Q2 2019 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold WKC as of Q3 2021.

Berman Capital Advisors held 93 shares of World Kinect Corp worth $3K as of Q3 2021.
World Kinect Corp was a new Berman Capital Advisors position in Q3 2021.
World Kinect Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1630 holding.
Berman Capital Advisors first reported a position in World Kinect Corp in Q2 2019 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.