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Glassman Wealth Services’s World Kinect Corp WKC Stock Holding History

Glassman Wealth Services’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
2021
Q4 		– Sell
-19
Closed -$1K – 1955
2021
Q3 		$1K Buy
+19
New +$608 ﹤0.01% 1497
2020
Q1 		– Sell
-1
Closed – – 1608
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1511
2019
Q3 		$0 Buy
+1
New +$38 ﹤0.01% 1398

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's WKC Position: Q4 2021 in Review

Glassman Wealth Services sold out of World Kinect Corp (WKC) in Q4 2021, closing a stake of 19 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in WKC in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 216 funds tracked by Wall St. Rank hold WKC as of Q4 2021.

  • Glassman Wealth Services reported no remaining World Kinect Corp position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 19 World Kinect Corp shares in Q4 2021, an estimated $1K.
  • Glassman Wealth Services first reported a position in World Kinect Corp in Q3 2019 and held it in 3 quarters.
  • Glassman Wealth Services's World Kinect Corp position peaked at $1K in Q3 2021.
  • 216 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.