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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 – 2738
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 – 2728
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sowell Financial Services's WKC Position: Q2 2021 in Review

Sowell Financial Services sold out of World Kinect Corp (WKC) in Q2 2021, closing a stake of 107 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in WKC in Q3 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2020. 230 funds tracked by Wall St. Rank hold WKC as of Q2 2021.

  • Sowell Financial Services reported no remaining World Kinect Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 107 World Kinect Corp shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in World Kinect Corp in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's World Kinect Corp position peaked at $9K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.