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River Wealth Advisors’s World Kinect Corp WKC Stock Holding History

River Wealth Advisors’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
2022
Q4 		– Sell
-4,667
Closed -$404K – 211
2022
Q3 		$404K Buy
4,667
+97
+2% +$2.4K 0.09% 149
2022
Q2 		$346K Sell
4,570
-156
-3% -$3.83K 0.06% 173
2022
Q1 		$404K Buy
4,726
+181
+4% +$5.03K 0.06% 164
2021
Q4 		$454K Buy
4,545
+480
+12% +$13.7K 0.07% 159
2021
Q3 		$396K Sell
4,065
-15
-0.4% -$480 0.07% 168
2021
Q2 		$448K Sell
4,080
-60
-1% -$1.99K 0.08% 156
2021
Q1 		$427K Buy
4,140
+503
+14% +$17.1K 0.08% 158
2020
Q4 		$345K Buy
3,637
+695
+24% +$18.5K 0.07% 166
2020
Q3 		$247K Buy
+2,942
New +$72K 0.06% 178
2019
Q1 		– Sell
-95
Closed -$5K – 508
2018
Q4 		$5K Buy
+95
New +$2.5K ﹤0.01% 474

Other funds holding WKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

River Wealth Advisors's WKC Position: Q4 2022 in Review

River Wealth Advisors sold out of World Kinect Corp (WKC) in Q4 2022, closing a stake of 4,667 shares — an estimated $404K sold.

River Wealth Advisors first reported a position in WKC in Q4 2018 and held it in 10 quarters. The position peaked at $454K in Q4 2021. 228 funds tracked by Wall St. Rank hold WKC as of Q4 2022.

  • River Wealth Advisors reported no remaining World Kinect Corp position as of Q4 2022 after selling out during the quarter.
  • River Wealth Advisors sold 4,667 World Kinect Corp shares in Q4 2022, an estimated $404K.
  • River Wealth Advisors first reported a position in World Kinect Corp in Q4 2018 and held it in 10 quarters.
  • River Wealth Advisors's World Kinect Corp position peaked at $454K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2022.

Based on River Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.