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Integrated Wealth Concepts’s World Kinect Corp WKC Stock Holding History

Integrated Wealth Concepts’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
2024
Q4 		– Sell
-7,983
Closed -$247K – 1791
2024
Q3 		$247K Sell
7,983
-1,210
-13% -$33.5K ﹤0.01% 1458
2024
Q2 		$237K Hold
9,193
– – ﹤0.01% 1446
2024
Q1 		$243K Hold
9,193
– – ﹤0.01% 1431
2023
Q4 		$209K Sell
9,193
-15
-0.2% -$315 ﹤0.01% 1446
2023
Q3 		$207K Buy
+9,208
New +$205K ﹤0.01% 1397

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's WKC Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of World Kinect Corp (WKC) in Q4 2024, closing a stake of 7,983 shares — an estimated $247K sold.

Integrated Wealth Concepts first reported a position in WKC in Q3 2023 and held it in 5 quarters. The position peaked at $247K in Q3 2024. 264 funds tracked by Wall St. Rank hold WKC as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining World Kinect Corp position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,983 World Kinect Corp shares in Q4 2024, an estimated $247K.
  • Integrated Wealth Concepts first reported a position in World Kinect Corp in Q3 2023 and held it in 5 quarters.
  • Integrated Wealth Concepts's World Kinect Corp position peaked at $247K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.