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Howe & Rusling’s World Kinect Corp WKC Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-81
Closed -$2K – 1051
2022
Q3 		$2K Buy
81
+34
+72% +$843 ﹤0.01% 922
2022
Q2 		$1K Hold
47
– – ﹤0.01% 1013
2022
Q1 		$1K Buy
47
+2
+4% +$56 ﹤0.01% 974
2021
Q4 		$1K Hold
45
– – ﹤0.01% 967
2021
Q3 		$2K Buy
45
+7
+18% +$224 ﹤0.01% 885
2021
Q2 		$1K Hold
38
– – ﹤0.01% 914
2021
Q1 		$1K Hold
38
– – ﹤0.01% 920
2020
Q4 		$1K Buy
+38
New +$1.01K ﹤0.01% 907
2014
Q1 		– Sell
-134
Closed -$6K – 941
2013
Q4 		$6K Hold
134
– – ﹤0.01% 583
2013
Q3 		$5K Sell
134
-118
-47% -$4.54K ﹤0.01% 705
2013
Q2 		$10K Buy
+252
New +$10K ﹤0.01% 627

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Howe & Rusling's WKC Position: Q4 2022 in Review

Howe & Rusling sold out of World Kinect Corp (WKC) in Q4 2022, closing a stake of 81 shares — an estimated $2K sold.

Howe & Rusling first reported a position in WKC in Q2 2013 and held it in 11 quarters. The position peaked at $10K in Q2 2013. 226 funds tracked by Wall St. Rank hold WKC as of Q4 2022.

  • Howe & Rusling reported no remaining World Kinect Corp position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 81 World Kinect Corp shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in World Kinect Corp in Q2 2013 and held it in 11 quarters.
  • Howe & Rusling's World Kinect Corp position peaked at $10K in Q2 2013.
  • 226 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.