Wealthspire Advisors (Maryland)’s World Kinect Corp WKC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-87	Closed	-$3K	–	2043
2019 Q1	$3K	Buy	87 +68	+358%	+$1.78K	﹤0.01%	2068
2018 Q4	$0	Sell	19 -83	-81%	-$2.19K	﹤0.01%	2579
2018 Q3	$3K	Buy	102 +83	+437%	+$2.13K	﹤0.01%	2084
2018 Q2	$0	Sell	19 -199	-91%	-$4.61K	﹤0.01%	2596
2018 Q1	$5K	Buy	218 +26	+14%	+$668	﹤0.01%	1843
2017 Q4	$5K	Buy	192 +175	+1,029%	+$5.28K	﹤0.01%	1856
2017 Q3	$1K	Sell	17 -78	-82%	-$2.78K	﹤0.01%	2162
2017 Q2	$4K	Buy	95 +39	+70%	+$1.43K	﹤0.01%	1853
2017 Q1	$2K	Buy	+56	New	+$2.28K	﹤0.01%	1726

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

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

RRAM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WKC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of World Kinect Corp (WKC) in Q2 2019, closing a stake of 87 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WKC in Q1 2017 and held it in 9 quarters. The position peaked at $5K in Q1 2018. 236 funds tracked by Wall St. Rank hold WKC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining World Kinect Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 87 World Kinect Corp shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in World Kinect Corp in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s World Kinect Corp position peaked at $5K in Q1 2018.
236 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.