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Strategic Wealth Partners’s World Kinect Corp WKC Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-11,404
Closed -$362K – 245
2021
Q2 		$362K Sell
11,404
-42
-0.4% -$1.4K 0.12% 180
2021
Q1 		$403K Buy
+11,446
New +$388K 0.16% 136

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Strategic Wealth Partners's WKC Position: Q3 2021 in Review

Strategic Wealth Partners sold out of World Kinect Corp (WKC) in Q3 2021, closing a stake of 11,404 shares — an estimated $362K sold.

Strategic Wealth Partners first reported a position in WKC in Q1 2021 and held it in 2 quarters. The position peaked at $403K in Q1 2021. 223 funds tracked by Wall St. Rank hold WKC as of Q3 2021.

  • Strategic Wealth Partners reported no remaining World Kinect Corp position as of Q3 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 11,404 World Kinect Corp shares in Q3 2021, an estimated $362K.
  • Strategic Wealth Partners first reported a position in World Kinect Corp in Q1 2021 and held it in 2 quarters.
  • Strategic Wealth Partners's World Kinect Corp position peaked at $403K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2021.

Based on Strategic Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.