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Harvest Group Wealth Management’s World Kinect Corp WKC Stock Holding History

Harvest Group Wealth 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
2020
Q4 		– Sell
-22
Closed – – 869
2020
Q3 		$0 Hold
22
– – ﹤0.01% 843
2020
Q2 		$0 Hold
22
– – ﹤0.01% 872
2020
Q1 		$0 Sell
22
-67
-75% -$2.29K ﹤0.01% 1042
2019
Q4 		$3K Hold
89
– – ﹤0.01% 550
2019
Q3 		$4K Hold
89
– – ﹤0.01% 507
2019
Q2 		$3K Hold
89
– – ﹤0.01% 486
2019
Q1 		$3K Buy
+89
New +$2.34K ﹤0.01% 549

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Harvest Group Wealth Management's WKC Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of World Kinect Corp (WKC) in Q4 2020, closing a stake of 22 shares.

Harvest Group Wealth Management first reported a position in WKC in Q1 2019 and held it in 7 quarters. The position peaked at $4K in Q3 2019. 236 funds tracked by Wall St. Rank hold WKC as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining World Kinect Corp position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 22 World Kinect Corp shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in World Kinect Corp in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's World Kinect Corp position peaked at $4K in Q3 2019.
  • 236 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.