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

Capital Performance 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
Q4 		– Sell
-174
Closed -$5.38K – 2689
2024
Q3 		$5.38K Buy
+174
New +$4.82K ﹤0.01% 1086

Other funds holding WKC

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's WKC Position: Q4 2024 in Review

Capital Performance Advisors sold out of World Kinect Corp (WKC) in Q4 2024, closing a stake of 174 shares — an estimated $5.38K sold.

Capital Performance Advisors first reported a position in WKC in Q3 2024 and held it in 1 quarter. The position peaked at $5.38K in Q3 2024. 263 funds tracked by Wall St. Rank hold WKC as of Q4 2024.

  • Capital Performance Advisors reported no remaining World Kinect Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 174 World Kinect Corp shares in Q4 2024, an estimated $5.38K.
  • Capital Performance Advisors first reported a position in World Kinect Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's World Kinect Corp position peaked at $5.38K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.