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	–	1839
2021 Q1	$1K	Buy	+42	New	+$1.43K	﹤0.01%	1959
2020 Q3	–	Sell	-70	Closed	-$2K	–	2192
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 $5.7T AUM 30.48% 1-Year Est. Return

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return