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Steward Financial Group’s World Kinect Corp WKC Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+42
New +$936 ﹤0.01% 1584
2022
Q3 		– Sell
-23
Closed – – 1325
2022
Q2 		$0 Buy
+23
New +$565 ﹤0.01% 1410

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
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

Steward Financial Group's WKC Position: Q3 2023 in Review

Steward Financial Group opened a new position in World Kinect Corp (WKC) in Q3 2023: 42 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WKC as recently as Q2 2022.

Steward Financial Group first reported a position in WKC in Q2 2022 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold WKC as of Q3 2023.

  • Steward Financial Group held 42 shares of World Kinect Corp worth $0 as of Q3 2023.
  • World Kinect Corp was a new Steward Financial Group position in Q3 2023.
  • World Kinect Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1584 holding.
  • Steward Financial Group first reported a position in World Kinect Corp in Q2 2022 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.