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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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Asset Management's WKC Position: Q4 2024 in Review

Legacy Wealth Asset Management sold out of World Kinect Corp (WKC) in Q4 2024, closing a stake of 9,078 shares — an estimated $281K sold.

Legacy Wealth Asset Management first reported a position in WKC in Q1 2023 and held it in 6 quarters. The position peaked at $281K in Q3 2024. 264 funds tracked by Wall St. Rank hold WKC as of Q4 2024.

  • Legacy Wealth Asset Management reported no remaining World Kinect Corp position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 9,078 World Kinect Corp shares in Q4 2024, an estimated $281K.
  • Legacy Wealth Asset Management first reported a position in World Kinect Corp in Q1 2023 and held it in 6 quarters.
  • Legacy Wealth Asset Management's World Kinect Corp position peaked at $281K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.