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Continuum Advisory’s World Kinect Corp WKC Stock Holding History

Continuum Advisory’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
2025
Q1 		– Sell
-123
Closed -$3.38K – 1952
2024
Q4 		$3.38K Buy
123
+89
+262% +$2.55K ﹤0.01% 1240
2024
Q3 		$946 Buy
+34
New +$941 ﹤0.01% 1632

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Continuum Advisory's WKC Position: Q1 2025 in Review

Continuum Advisory sold out of World Kinect Corp (WKC) in Q1 2025, closing a stake of 123 shares — an estimated $3.38K sold.

Continuum Advisory first reported a position in WKC in Q3 2024 and held it in 2 quarters. The position peaked at $3.38K in Q4 2024. 271 funds tracked by Wall St. Rank hold WKC as of Q1 2025.

  • Continuum Advisory reported no remaining World Kinect Corp position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 123 World Kinect Corp shares in Q1 2025, an estimated $3.38K.
  • Continuum Advisory first reported a position in World Kinect Corp in Q3 2024 and held it in 2 quarters.
  • Continuum Advisory's World Kinect Corp position peaked at $3.38K in Q4 2024.
  • 271 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.