WR Wealth Planners’s World Kinect Corp WKC Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-301	Closed	-$7.69K	–	988
2023 Q1	$7.69K	Buy	+301	New	+$8.19K	﹤0.01%	614

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

RRAM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WR Wealth Planners's WKC Position: Q2 2023 in Review

WR Wealth Planners sold out of World Kinect Corp (WKC) in Q2 2023, closing a stake of 301 shares — an estimated $7.69K sold.

WR Wealth Planners first reported a position in WKC in Q1 2023 and held it in 1 quarter. The position peaked at $7.69K in Q1 2023. 223 funds tracked by Wall St. Rank hold WKC as of Q2 2023.

WR Wealth Planners reported no remaining World Kinect Corp position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 301 World Kinect Corp shares in Q2 2023, an estimated $7.69K.
WR Wealth Planners first reported a position in World Kinect Corp in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's World Kinect Corp position peaked at $7.69K in Q1 2023.
223 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.