Sowell Financial Services’s World Kinect Corp WKC Stock Holding History

Sowell Financial Services’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	-107	Closed	-$4K	–	2743
2021 Q1	$4K	Sell	107 -168	-61%	-$5.7K	﹤0.01%	2692
2020 Q4	$9K	Buy	+275	New	+$7.34K	﹤0.01%	2083
2020 Q3	–	Sell	-24	Closed	-$1K	–	2741
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	2392
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	2339
2019 Q4	$1K	Sell	24 -197	-89%	-$8.24K	﹤0.01%	2445
2019 Q3	$9K	Buy	+221	New	+$8.41K	﹤0.01%	1579

Other funds holding WKC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return