Crewe Advisors’s World Kinect Corp WKC Stock Holding History

Crewe 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
2022 Q4	–	Sell	-32	Closed	-$1K	–	1303
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	1220
2022 Q2	$1K	Buy	+32	New	+$786	﹤0.01%	1113

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RRAM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Crewe Advisors's WKC Position: Q4 2022 in Review

Crewe Advisors sold out of World Kinect Corp (WKC) in Q4 2022, closing a stake of 32 shares — an estimated $1K sold.

Crewe Advisors first reported a position in WKC in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 226 funds tracked by Wall St. Rank hold WKC as of Q4 2022.

Crewe Advisors reported no remaining World Kinect Corp position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 32 World Kinect Corp shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in World Kinect Corp in Q2 2022 and held it in 2 quarters.
Crewe Advisors's World Kinect Corp position peaked at $1K in Q3 2022.
226 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.