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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 – 2086
2019
Q1 		$3K Buy
87
+68
+358% +$1.78K ﹤0.01% 2068
2018
Q4 		$0 Sell
19
-83
-81% -$2.19K ﹤0.01% 2584
2018
Q3 		$3K Buy
102
+83
+437% +$2.13K ﹤0.01% 2084
2018
Q2 		$0 Sell
19
-199
-91% -$4.61K ﹤0.01% 2612
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
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return