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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 – 1553
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% 1651
2022
Q2 		$0 Buy
11
+2
+22% +$49 ﹤0.01% 1659
2022
Q1 		$0 Buy
+9
New +$250 ﹤0.01% 1649

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's WKC Position: Q3 2023 in Review

Disciplined Investments sold out of World Kinect Corp (WKC) in Q3 2023, closing a stake of 10 shares — an estimated $207 sold.

Disciplined Investments first reported a position in WKC in Q1 2022 and held it in 6 quarters. The position peaked at $328 in Q4 2022. 224 funds tracked by Wall St. Rank hold WKC as of Q3 2023.

  • Disciplined Investments reported no remaining World Kinect Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 World Kinect Corp shares in Q3 2023, an estimated $207.
  • Disciplined Investments first reported a position in World Kinect Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's World Kinect Corp position peaked at $328 in Q4 2022.
  • 224 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.