Holocene Advisors
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Holocene Advisors’s World Kinect Corp WKC Stock Holding History

Holocene 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
2023
Q4 		– Sell
-27,637
Closed -$620K – 850
2023
Q3 		$620K Buy
+27,637
New +$616K ﹤0.01% 659
2022
Q4 		– Sell
-43,035
Closed -$1.01M – 932
2022
Q3 		$1.01M Sell
43,035
-5,071
-11% -$126K 0.01% 616
2022
Q2 		$984K Sell
48,106
-22,316
-32% -$548K 0.01% 665
2022
Q1 		$1.9M Sell
70,422
-4,839
-6% -$134K 0.01% 537
2021
Q4 		$1.99M Buy
75,261
+9,772
+15% +$279K 0.01% 545
2021
Q3 		$2.2M Buy
65,489
+54,873
+517% +$1.76M 0.01% 523
2021
Q2 		$337K Buy
+10,616
New +$353K ﹤0.01% 777
2018
Q4 		– Sell
-18,156
Closed -$503K – 854
2018
Q3 		$503K Buy
18,156
+2,154
+13% +$55.3K 0.01% 544
2018
Q2 		$327K Sell
16,002
-8,019
-33% -$186K 0.01% 462
2018
Q1 		$590K Buy
+24,021
New +$618K 0.01% 106

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Dimensional Fund Advisors
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State Street
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return