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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 – 2236
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 – 1680
2020
Q3 		$1K Buy
45
+35
+350% +$856 ﹤0.01% 1456
2020
Q2 		$0 Hold
10
– – ﹤0.01% 1683
2020
Q1 		$0 Sell
10
-38
-79% -$1.3K ﹤0.01% 1786
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% 1566
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1675
2018
Q3 		$0 Hold
10
– – ﹤0.01% 1598
2018
Q2 		$0 Hold
10
– – ﹤0.01% 1614
2018
Q1 		$0 Buy
+10
New +$257 ﹤0.01% 1442

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's WKC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of World Kinect Corp (WKC) in Q2 2023, closing a stake of 109 shares — an estimated $2.79K sold.

TCI Wealth Advisors first reported a position in WKC in Q1 2018 and held it in 20 quarters. The position peaked at $20K in Q4 2021. 223 funds tracked by Wall St. Rank hold WKC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining World Kinect Corp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 109 World Kinect Corp shares in Q2 2023, an estimated $2.79K.
  • TCI Wealth Advisors first reported a position in World Kinect Corp in Q1 2018 and held it in 20 quarters.
  • TCI Wealth Advisors's World Kinect Corp position peaked at $20K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.