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Laurel Wealth Advisors (California)’s World Kinect Corp WKC Stock Holding History

Laurel Wealth Advisors (California)’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 		$260K Sell
9,525
-692
-7% -$18.6K 0.03% 552
2022
Q3 		$239K Hold
10,217
– – 0.03% 560
2022
Q2 		$209K Sell
10,217
-1,426
-12% -$35K 0.02% 628
2022
Q1 		$315K Hold
11,643
– – 0.03% 567
2021
Q4 		$308K Buy
+11,643
New +$332K 0.02% 610

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

Laurel Wealth Advisors (California)'s WKC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its World Kinect Corp (WKC) stake by 6.8% in Q4 2022, selling an estimated $18.6K and leaving 9,525 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #552.

Laurel Wealth Advisors (California) first reported a position in WKC in Q4 2021 and has held it in 5 quarters since. The position peaked at $315K in Q1 2022. 226 funds tracked by Wall St. Rank hold WKC as of Q4 2022.

  • Laurel Wealth Advisors (California) held 9,525 shares of World Kinect Corp worth $260K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 692 World Kinect Corp shares in Q4 2022, an estimated $18.6K.
  • World Kinect Corp made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #552 holding.
  • Laurel Wealth Advisors (California) first reported a position in World Kinect Corp in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s World Kinect Corp position peaked at $315K in Q1 2022.
  • 226 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.