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

TCI 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
Q2 		– Sell
-109
Closed -$2.79K – 2238
2023
Q1 		$2.79K Sell
109
-513
-82% -$14K ﹤0.01% 1888
2022
Q4 		$17K Sell
622
-128
-17% -$3.44K ﹤0.01% 775
2022
Q3 		$18K Buy
750
+603
+410% +$15K ﹤0.01% 718
2022
Q2 		$3K Sell
147
-415
-74% -$10.2K ﹤0.01% 1916
2022
Q1 		$15K Sell
562
-203
-27% -$5.64K ﹤0.01% 850
2021
Q4 		$20K Buy
765
+332
+77% +$9.47K ﹤0.01% 726
2021
Q3 		$15K Buy
433
+281
+185% +$9K ﹤0.01% 845
2021
Q2 		$5K Buy
152
+7
+5% +$233 ﹤0.01% 1499
2021
Q1 		$5K Buy
+145
New +$4.92K ﹤0.01% 1316
2020
Q4 		– Sell
-45
Closed -$1K – 1682
2020
Q3 		$1K Buy
45
+35
+350% +$856 ﹤0.01% 1456
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1684
2020
Q1 		$0 Sell
10
-38
-79% -$1.3K ﹤0.01% 1787
2019
Q4 		$2K Hold
48
– – ﹤0.01% 1227
2019
Q3 		$2K Hold
48
– – ﹤0.01% 1168
2019
Q2 		$2K Buy
48
+38
+380% +$1.19K ﹤0.01% 1085
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1569
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1682
2018
Q3 		$0 Hold
10
– – ﹤0.01% 1602
2018
Q2 		$0 Hold
10
– – ﹤0.01% 1614
2018
Q1 		$0 Buy
+10
New +$257 ﹤0.01% 1451

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return