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Heritage Wealth Advisors’s World Kinect Corp WKC Stock Holding History

Heritage Wealth Advisors’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
Q1 		– Sell
-41
Closed -$1.78K – 588
2019
Q4 		$1.78K Buy
+41
New +$1.72K ﹤0.01% 577

Other funds holding WKC

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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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Heritage Wealth Advisors's WKC Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of World Kinect Corp (WKC) in Q1 2020, closing a stake of 41 shares — an estimated $1.78K sold.

Heritage Wealth Advisors first reported a position in WKC in Q4 2019 and held it in 1 quarter. The position peaked at $1.78K in Q4 2019. 230 funds tracked by Wall St. Rank hold WKC as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining World Kinect Corp position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 41 World Kinect Corp shares in Q1 2020, an estimated $1.78K.
  • Heritage Wealth Advisors first reported a position in World Kinect Corp in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's World Kinect Corp position peaked at $1.78K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.