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Legacy Wealth Asset Management’s World Kinect Corp WKC Stock Holding History

Legacy Wealth Asset 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
2024
Q4 		– Sell
-9,078
Closed -$281K – 363
2024
Q3 		$281K Sell
9,078
-105
-1% -$2.9K 0.08% 313
2024
Q2 		$237K Buy
9,183
+108
+1% +$2.73K 0.07% 320
2024
Q1 		$240K Sell
9,075
-63
-0.7% -$1.5K 0.07% 322
2023
Q4 		$208K Buy
9,138
+33
+0.4% +$693 0.07% 327
2023
Q3 		$204K Buy
+9,105
New +$203K 0.08% 321
2023
Q2 		– Sell
-9,118
Closed -$233K – 348
2023
Q1 		$233K Buy
+9,118
New +$248K 0.08% 318

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $2.77B AUM 58.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return