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Financial Gravity Asset Management’s World Kinect Corp WKC Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		$43K Sell
29
-569
-95% -$23.8K 0.03% 713
2019
Q3 		$24K Sell
598
-1,273
-68% -$48.4K 0.02% 429
2019
Q2 		$67K Buy
1,871
+1,364
+269% +$42.8K 0.06% 274
2019
Q1 		$15K Buy
+507
New +$13.3K 0.01% 487

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's WKC Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its World Kinect Corp (WKC) stake by 95% in Q4 2019, selling an estimated $23.8K and leaving 29 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #713.

Financial Gravity Asset Management first reported a position in WKC in Q1 2019 and has held it in 4 quarters since. The position peaked at $67K in Q2 2019. 276 funds tracked by Wall St. Rank hold WKC as of Q4 2019.

  • Financial Gravity Asset Management held 29 shares of World Kinect Corp worth $43K as of Q4 2019.
  • Financial Gravity Asset Management sold 569 World Kinect Corp shares in Q4 2019, an estimated $23.8K.
  • World Kinect Corp made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #713 holding.
  • Financial Gravity Asset Management first reported a position in World Kinect Corp in Q1 2019 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's World Kinect Corp position peaked at $67K in Q2 2019.
  • 276 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.