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Schubert & Co’s World Kinect Corp WKC Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-21
Closed -$537 – 1520
2023
Q1 		$537 Sell
21
-1
-5% -$27 ﹤0.01% 1391
2022
Q4 		$601 Sell
22
-2
-8% -$54 ﹤0.01% 1343
2022
Q3 		$1K Buy
24
+4
+20% +$99 ﹤0.01% 1307
2022
Q2 		$0 Buy
20
+13
+186% +$319 ﹤0.01% 1614
2022
Q1 		$0 Buy
7
+2
+40% +$56 ﹤0.01% 1364
2021
Q4 		$0 Buy
+5
New +$143 ﹤0.01% 1314

Other funds holding WKC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return