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Patriot Financial Group Insurance Agency’s World Kinect Corp WKC Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q2 		– Sell
-7
Closed – – 1473
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1321
2018
Q4 		$0 Buy
+7
New +$184 ﹤0.01% 1125

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 $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WKC Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of World Kinect Corp (WKC) in Q2 2019, closing a stake of 7 shares.

Patriot Financial Group Insurance Agency first reported a position in WKC in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 236 funds tracked by Wall St. Rank hold WKC as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining World Kinect Corp position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7 World Kinect Corp shares in Q2 2019.
  • Patriot Financial Group Insurance Agency first reported a position in World Kinect Corp in Q4 2018 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's World Kinect Corp position peaked at $0 in Q1 2019.
  • 236 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.