Janney Montgomery Scott
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Janney Montgomery Scott’s World Kinect Corp WKC Stock Holding History

Janney Montgomery Scott’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
2025
Q3 		– Sell
-58,811
Closed -$1.67M – 2993
2025
Q2 		$1.67M Sell
58,811
-896
-2% -$23.8K ﹤0.01% 1299
2025
Q1 		$1.69M Sell
59,707
-218
-0.4% -$6.18K ﹤0.01% 1238
2024
Q4 		$1.65M Sell
59,925
-1,113
-2% -$31.9K ﹤0.01% 1253
2024
Q3 		$1.89M Buy
+61,038
New +$1.69M 0.01% 1166
2021
Q1 		– Sell
-12,230
Closed -$381K – 2386
2020
Q4 		$381K Sell
12,230
-371
-3% -$9.9K ﹤0.01% 1731
2020
Q3 		$267K Buy
12,601
+2,143
+20% +$52.4K ﹤0.01% 1769
2020
Q2 		$269K Sell
10,458
-8,421
-45% -$207K ﹤0.01% 1690
2020
Q1 		$475K Buy
+18,879
New +$644K ﹤0.01% 1247

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return