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U.S. Capital Wealth Advisors’s World Kinect Corp WKC Stock Holding History

U.S. Capital 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
Q1 		– Sell
-246
Closed -$6.72K – 1535
2022
Q4 		$6.72K Buy
+246
New +$6.61K ﹤0.01% 1334

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 $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's WKC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of World Kinect Corp (WKC) in Q1 2023, closing a stake of 246 shares — an estimated $6.72K sold.

U.S. Capital Wealth Advisors first reported a position in WKC in Q4 2022 and held it in 1 quarter. The position peaked at $6.72K in Q4 2022. 234 funds tracked by Wall St. Rank hold WKC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining World Kinect Corp position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 246 World Kinect Corp shares in Q1 2023, an estimated $6.72K.
  • U.S. Capital Wealth Advisors first reported a position in World Kinect Corp in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's World Kinect Corp position peaked at $6.72K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.