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Disciplined Investments’s World Kinect Corp WKC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-10
Closed -$207 – 1555
2023
Q2 		$207 Buy
10
+1
+11% +$24 ﹤0.01% 1488
2023
Q1 		$230 Sell
9
-3
-25% -$82 ﹤0.01% 1460
2022
Q4 		$328 Buy
12
+1
+9% +$27 ﹤0.01% 1311
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1654
2022
Q2 		$0 Buy
11
+2
+22% +$49 ﹤0.01% 1661
2022
Q1 		$0 Buy
+9
New +$250 ﹤0.01% 1651

Other funds holding WKC

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return