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Lee Financial’s World Kinect Corp WKC Stock Holding History

Lee Financial’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
Q3 		– Sell
-52
Closed -$1K – 1037
2022
Q2 		$1K Sell
52
-72
-58% -$1.77K ﹤0.01% 825
2022
Q1 		$3K Buy
124
+62
+100% +$1.72K ﹤0.01% 599
2021
Q4 		$2K Sell
62
-97
-61% -$2.77K ﹤0.01% 798
2021
Q3 		$5K Buy
159
+56
+54% +$1.79K ﹤0.01% 501
2021
Q2 		$3K Buy
+103
New +$3.42K ﹤0.01% 534

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Lee Financial's WKC Position: Q3 2022 in Review

Lee Financial sold out of World Kinect Corp (WKC) in Q3 2022, closing a stake of 52 shares — an estimated $1K sold.

Lee Financial first reported a position in WKC in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 222 funds tracked by Wall St. Rank hold WKC as of Q3 2022.

  • Lee Financial reported no remaining World Kinect Corp position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 52 World Kinect Corp shares in Q3 2022, an estimated $1K.
  • Lee Financial first reported a position in World Kinect Corp in Q2 2021 and held it in 5 quarters.
  • Lee Financial's World Kinect Corp position peaked at $5K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.