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Elevation Wealth Partners’s World Kinect Corp WKC Stock Holding History

Elevation Wealth Partners’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
2024
Q1 		– Sell
-176
Closed -$3.95K – 510
2023
Q4 		$3.95K Hold
176
– – ﹤0.01% 381
2023
Q3 		$3.95K Buy
+176
New +$3.92K ﹤0.01% 285

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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Elevation Wealth Partners's WKC Position: Q1 2024 in Review

Elevation Wealth Partners sold out of World Kinect Corp (WKC) in Q1 2024, closing a stake of 176 shares — an estimated $3.95K sold.

Elevation Wealth Partners first reported a position in WKC in Q3 2023 and held it in 2 quarters. The position peaked at $3.95K in Q4 2023. 231 funds tracked by Wall St. Rank hold WKC as of Q1 2024.

  • Elevation Wealth Partners reported no remaining World Kinect Corp position as of Q1 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 176 World Kinect Corp shares in Q1 2024, an estimated $3.95K.
  • Elevation Wealth Partners first reported a position in World Kinect Corp in Q3 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's World Kinect Corp position peaked at $3.95K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.