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TFO Wealth Partners’s World Kinect Corp WKC Stock Holding History

TFO Wealth Partners’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
-3
Closed -$79 – 748
2024
Q1 		$79 Hold
3
– – ﹤0.01% 673
2023
Q4 		$68 Hold
3
– – ﹤0.01% 842
2023
Q3 		$62 Hold
3
– – ﹤0.01% 1033
2023
Q2 		$62 Hold
3
– – ﹤0.01% 742
2023
Q1 		$77 Sell
3
-11
-79% -$299 ﹤0.01% 691
2022
Q4 		$632 Buy
+14
New +$376 ﹤0.01% 446

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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TFO Wealth Partners's WKC Position: Q2 2024 in Review

TFO Wealth Partners sold out of World Kinect Corp (WKC) in Q2 2024, closing a stake of 3 shares — an estimated $79 sold.

TFO Wealth Partners first reported a position in WKC in Q4 2022 and held it in 6 quarters. The position peaked at $632 in Q4 2022. 229 funds tracked by Wall St. Rank hold WKC as of Q2 2024.

  • TFO Wealth Partners reported no remaining World Kinect Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 World Kinect Corp shares in Q2 2024, an estimated $79.
  • TFO Wealth Partners first reported a position in World Kinect Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's World Kinect Corp position peaked at $632 in Q4 2022.
  • 229 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.