Valeo Financial Advisors’s World Kinect Corp WKC Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-42	Closed	-$1K	–	1833
2021 Q1	$1K	Buy	+42	New	+$1.43K	﹤0.01%	1959
2020 Q3	–	Sell	-70	Closed	-$2K	–	2169
2020 Q2	$2K	Hold	70	–	–	﹤0.01%	1809
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	1585
2019 Q4	$3K	Sell	70 -34	-33%	-$1.42K	﹤0.01%	1417
2019 Q3	$4K	Hold	104	–	–	﹤0.01%	1274
2019 Q2	$4K	Hold	104	–	–	﹤0.01%	1296
2019 Q1	$3K	Buy	104 +5	+5%	+$131	﹤0.01%	1308
2018 Q4	$2K	Sell	99 -32	-24%	-$843	﹤0.01%	1328
2018 Q3	$4K	Hold	131	–	–	﹤0.01%	1300
2018 Q2	$3K	Buy	+131	New	+$3.03K	﹤0.01%	1289

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valeo Financial Advisors's WKC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of World Kinect Corp (WKC) in Q2 2021, closing a stake of 42 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WKC in Q2 2018 and held it in 10 quarters. The position peaked at $4K in Q3 2019. 230 funds tracked by Wall St. Rank hold WKC as of Q2 2021.

Valeo Financial Advisors reported no remaining World Kinect Corp position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 42 World Kinect Corp shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in World Kinect Corp in Q2 2018 and held it in 10 quarters.
Valeo Financial Advisors's World Kinect Corp position peaked at $4K in Q3 2019.
230 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.