SWA
WKC icon

Sutton Wealth Advisors’s World Kinect Corp WKC Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-1,297
Closed -$35.4K – 1568
2022
Q4 		$35.4K Buy
1,297
+6
+0.5% +$161 0.01% 496
2022
Q3 		$30.3K Sell
1,291
-92
-7% -$2.28K 0.01% 526
2022
Q2 		$28.3K Buy
1,383
+598
+76% +$14.7K 0.01% 547
2022
Q1 		$21.2K Buy
785
+769
+4,806% +$21.3K 0.01% 690
2021
Q4 		$424 Buy
+16
New +$456 ﹤0.01% 1557

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's WKC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of World Kinect Corp (WKC) in Q1 2023, closing a stake of 1,297 shares — an estimated $35.4K sold.

Sutton Wealth Advisors first reported a position in WKC in Q4 2021 and held it in 5 quarters. The position peaked at $35.4K in Q4 2022. 234 funds tracked by Wall St. Rank hold WKC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining World Kinect Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,297 World Kinect Corp shares in Q1 2023, an estimated $35.4K.
  • Sutton Wealth Advisors first reported a position in World Kinect Corp in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's World Kinect Corp position peaked at $35.4K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.