Ellevest Inc’s World Kinect Corp WKC Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-21	Closed	-$574	–	2076
2022 Q4	$574	Buy	+21	New	+$564	﹤0.01%	1600

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ellevest Inc's WKC Position: Q1 2023 in Review

Ellevest Inc sold out of World Kinect Corp (WKC) in Q1 2023, closing a stake of 21 shares — an estimated $574 sold.

Ellevest Inc first reported a position in WKC in Q4 2022 and held it in 1 quarter. The position peaked at $574 in Q4 2022. 234 funds tracked by Wall St. Rank hold WKC as of Q1 2023.

Ellevest Inc reported no remaining World Kinect Corp position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 21 World Kinect Corp shares in Q1 2023, an estimated $574.
Ellevest Inc first reported a position in World Kinect Corp in Q4 2022 and held it in 1 quarter.
Ellevest Inc's World Kinect Corp position peaked at $574 in Q4 2022.
234 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.