Next Financial Group’s World Kinect Corp WKC Stock Holding History

Next Financial Group’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
2021 Q2	–	Sell	-400	Closed	-$14K	–	2724
2021 Q1	$14K	Buy	+400	New	+$13.6K	﹤0.01%	1775

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Next Financial Group's WKC Position: Q2 2021 in Review

Next Financial Group sold out of World Kinect Corp (WKC) in Q2 2021, closing a stake of 400 shares — an estimated $14K sold.

Next Financial Group first reported a position in WKC in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 230 funds tracked by Wall St. Rank hold WKC as of Q2 2021.

Next Financial Group reported no remaining World Kinect Corp position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 400 World Kinect Corp shares in Q2 2021, an estimated $14K.
Next Financial Group first reported a position in World Kinect Corp in Q1 2021 and held it in 1 quarter.
Next Financial Group's World Kinect Corp position peaked at $14K in Q1 2021.
230 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.