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SYSTM Wealth Solutions’s World Kinect Corp WKC Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-1,138
Closed -$30.1K – 972
2024
Q1 		$30.1K Buy
1,138
+36
+3% +$855 ﹤0.01% 653
2023
Q4 		$25.1K Buy
+1,102
New +$23.2K ﹤0.01% 690

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYSTM Wealth Solutions's WKC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of World Kinect Corp (WKC) in Q2 2024, closing a stake of 1,138 shares — an estimated $30.1K sold.

SYSTM Wealth Solutions first reported a position in WKC in Q4 2023 and held it in 2 quarters. The position peaked at $30.1K in Q1 2024. 228 funds tracked by Wall St. Rank hold WKC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining World Kinect Corp position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,138 World Kinect Corp shares in Q2 2024, an estimated $30.1K.
  • SYSTM Wealth Solutions first reported a position in World Kinect Corp in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's World Kinect Corp position peaked at $30.1K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.