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Squar Milner Financial Services’s World Kinect Corp WKC Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-596
Closed -$15K – 730
2020
Q1 		$15K Buy
596
+84
+16% +$2.87K 0.01% 509
2019
Q4 		$22K Buy
+512
New +$21.4K 0.01% 510

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Squar Milner Financial Services's WKC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of World Kinect Corp (WKC) in Q2 2020, closing a stake of 596 shares — an estimated $15K sold.

Squar Milner Financial Services first reported a position in WKC in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 236 funds tracked by Wall St. Rank hold WKC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining World Kinect Corp position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 596 World Kinect Corp shares in Q2 2020, an estimated $15K.
  • Squar Milner Financial Services first reported a position in World Kinect Corp in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's World Kinect Corp position peaked at $22K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.