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Pathstone Family Office’s World Kinect Corp WKC Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-10
Closed – – 1351
2020
Q4 		$0 Hold
10
– – ﹤0.01% 1351
2020
Q3 		$0 Sell
10
-10
-50% -$245 ﹤0.01% 1010
2020
Q2 		$0 Buy
+20
New +$492 ﹤0.01% 986
2014
Q4 		– Sell
-249
Closed -$10K – 264
2014
Q3 		$10K Buy
+249
New +$11.1K 0.03% 217

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pathstone Family Office's WKC Position: Q1 2021 in Review

Pathstone Family Office sold out of World Kinect Corp (WKC) in Q1 2021, closing a stake of 10 shares.

Pathstone Family Office first reported a position in WKC in Q3 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2014. 238 funds tracked by Wall St. Rank hold WKC as of Q1 2021.

  • Pathstone Family Office reported no remaining World Kinect Corp position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 10 World Kinect Corp shares in Q1 2021.
  • Pathstone Family Office first reported a position in World Kinect Corp in Q3 2014 and held it in 4 quarters.
  • Pathstone Family Office's World Kinect Corp position peaked at $10K in Q3 2014.
  • 238 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.