JWM
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Janiczek Wealth Management’s World Kinect Corp WKC Stock Holding History

Janiczek 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
2022
Q2 		– Sell
-64
Closed -$2K – 1083
2022
Q1 		$2K Sell
64
-83
-56% -$2.3K ﹤0.01% 800
2021
Q4 		$4K Sell
147
-144
-49% -$4.11K ﹤0.01% 763
2021
Q3 		$10K Buy
291
+212
+268% +$6.79K ﹤0.01% 574
2021
Q2 		$3K Buy
79
+15
+23% +$499 ﹤0.01% 734
2021
Q1 		$2K Hold
64
– – ﹤0.01% 757
2020
Q4 		$2K Buy
64
+5
+8% +$133 ﹤0.01% 695
2020
Q3 		$1K Buy
+59
New +$1.44K ﹤0.01% 620

Other funds holding WKC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return