JFS Wealth Advisors’s World Kinect Corp WKC Stock Holding History

JFS Wealth 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
2026 Q2	$431	Buy	13 +10	+333%	+$278	﹤0.01%	1980
2026 Q1	$70	Sell	3 -20	-87%	-$508	﹤0.01%	1855
2025 Q4	$539	Sell	23 -3	-12%	-$74	﹤0.01%	1794
2025 Q3	$675	Hold	26	–	–	﹤0.01%	1705
2025 Q2	$738	Sell	26 -20	-43%	-$530	﹤0.01%	1633
2025 Q1	$1.3K	Buy	46 +3	+7%	+$85	﹤0.01%	1599
2024 Q4	$1.18K	Buy	43 +5	+13%	+$143	﹤0.01%	1639
2024 Q3	$1.18K	Buy	38 +1	+3%	+$28	﹤0.01%	1660
2024 Q2	$955	Buy	37 +14	+61%	+$354	﹤0.01%	1678
2024 Q1	$609	Buy	23 +2	+10%	+$47	﹤0.01%	1751
2023 Q4	$479	Sell	21 -9	-30%	-$189	﹤0.01%	1812
2023 Q3	$673	Sell	30 -3	-9%	-$67	﹤0.01%	1684
2023 Q2	$683	Sell	33 -1	-3%	-$24	﹤0.01%	1702
2023 Q1	$869	Sell	34 -2	-6%	-$54	﹤0.01%	1617
2022 Q4	$984	Sell	36 -3	-8%	-$81	﹤0.01%	1610
2022 Q3	$1K	Buy	39 +18	+86%	+$446	﹤0.01%	1676
2022 Q2	$0	Sell	21 -4	-16%	-$98	﹤0.01%	1952
2022 Q1	$1K	Buy	25 +12	+92%	+$333	﹤0.01%	1758
2021 Q4	$0	Buy	+13	New	+$371	﹤0.01%	1901

Other funds holding WKC

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return