1IA
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1620 Investment Advisors’s FS KKR Capital FSK Stock Holding History

1620 Investment Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,422
Closed -$382K – 664
2025
Q2 		$382K Sell
18,422
-88
-0.5% -$1.79K 0.27% 105
2025
Q1 		$388K Sell
18,510
-355
-2% -$7.94K 0.3% 107
2024
Q4 		$410K Sell
18,865
-506
-3% -$10.6K 0.31% 101
2024
Q3 		$382K Hold
19,371
– – 0.28% 109
2024
Q2 		$382K Hold
19,371
– – 0.29% 101
2024
Q1 		$369K Buy
19,371
+1,474
+8% +$29.2K 0.37% 90
2023
Q4 		$357K Sell
17,897
-2,697
-13% -$53K 0.39% 89
2023
Q3 		$405K Buy
20,594
+11,094
+117% +$222K 0.46% 77
2023
Q2 		$1.02M Sell
9,500
-12,721
-57% -$241K 1.1% 24
2023
Q1 		$411K Hold
22,221
– – 0.5% 69
2022
Q4 		$389K Buy
22,221
+375
+2% +$6.97K 0.47% 73
2022
Q3 		$370K Hold
21,846
– – 0.55% 63
2022
Q2 		$424K Sell
21,846
-1,436
-6% -$30.4K 0.58% 62
2022
Q1 		$488K Hold
23,282
– – 0.53% 71
2021
Q4 		$488K Buy
+23,282
New +$503K 0.55% 68

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return