Covestor’s World Kinect Corp WKC Stock Holding History

Covestor’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
2026 Q1	$0	Hold	5	–	–	﹤0.01%	2848
2025 Q4	$0	Sell	5 -2	-29%	-$49	﹤0.01%	2814
2025 Q3	$0	Sell	7 -10	-59%	-$269	﹤0.01%	2858
2025 Q2	$1K	Sell	17 -15	-47%	-$398	﹤0.01%	2123
2025 Q1	$1K	Buy	32 +14	+78%	+$397	﹤0.01%	2129
2024 Q4	$1K	Sell	18 -3	-14%	-$86	﹤0.01%	2158
2024 Q3	$1K	Buy	21 +4	+24%	+$111	﹤0.01%	2125
2024 Q2	$0	Sell	17 -6	-26%	-$152	﹤0.01%	2829
2024 Q1	$1K	Sell	23 -19	-45%	-$451	﹤0.01%	2144
2023 Q4	$1K	Buy	42 +10	+31%	+$210	﹤0.01%	2055
2023 Q3	$1K	Buy	32 +5	+19%	+$111	﹤0.01%	2024
2023 Q2	$1K	Sell	27 -84	-76%	-$2K	﹤0.01%	2037
2023 Q1	$3K	Buy	111 +3	+3%	+$82	﹤0.01%	1722
2022 Q4	$3K	Sell	108 -61	-36%	-$1.64K	﹤0.01%	1733
2022 Q3	$4K	Buy	169 +95	+128%	+$2.36K	﹤0.01%	1588
2022 Q2	$2K	Sell	74 -35	-32%	-$859	﹤0.01%	1649
2022 Q1	$3K	Buy	109 +74	+211%	+$2.05K	﹤0.01%	1636
2021 Q4	$1K	Buy	+35	New	+$999	﹤0.01%	1990

Other funds holding WKC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return