SVB Wealth’s World Kinect Corp WKC Stock Holding History

SVB Wealth’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 Q4	–	Sell	-6,551	Closed	-$221K	–	962
2021 Q3	$221K	Buy	6,551 +57	+0.9%	+$1.82K	﹤0.01%	886
2021 Q2	$206K	Buy	+6,494	New	+$216K	﹤0.01%	884

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SVB Wealth's WKC Position: Q4 2021 in Review

SVB Wealth sold out of World Kinect Corp (WKC) in Q4 2021, closing a stake of 6,551 shares — an estimated $221K sold.

SVB Wealth first reported a position in WKC in Q2 2021 and held it in 2 quarters. The position peaked at $221K in Q3 2021. 216 funds tracked by Wall St. Rank hold WKC as of Q4 2021.

SVB Wealth reported no remaining World Kinect Corp position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 6,551 World Kinect Corp shares in Q4 2021, an estimated $221K.
SVB Wealth first reported a position in World Kinect Corp in Q2 2021 and held it in 2 quarters.
SVB Wealth's World Kinect Corp position peaked at $221K in Q3 2021.
216 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.