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Steward Partners Investment Advisory’s World Kinect Corp WKC Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-22
Closed -$624 – 4255
2025
Q1 		$624 Hold
22
– – ﹤0.01% 3833
2024
Q4 		$605 Buy
+22
New +$631 ﹤0.01% 3828
2023
Q1 		– Sell
-23
Closed -$629 – 3429
2022
Q4 		$629 Buy
+23
New +$618 ﹤0.01% 3175
2021
Q1 		– Sell
-35
Closed -$1K – 3511
2020
Q4 		$1K Buy
+35
New +$934 ﹤0.01% 2826
2020
Q2 		– Sell
-328
Closed -$8K – 2757
2020
Q1 		$8K Hold
328
– – ﹤0.01% 1952
2019
Q4 		$14K Hold
328
– – ﹤0.01% 1899
2019
Q3 		$13K Hold
328
– – ﹤0.01% 1890
2019
Q2 		$11K Buy
+328
New +$10.3K ﹤0.01% 1954
2018
Q4 		– Sell
-328
Closed -$9K – 2166
2018
Q3 		$9K Buy
+328
New +$8.42K ﹤0.01% 1932

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $2.77B AUM 58.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return