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Abundance Wealth Counselors’s KKR & Co KKR Stock Holding History

Abundance Wealth Counselors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,909
Closed -$142K – 216
2021
Q1 		$142K Buy
+2,909
New +$130K 0.04% 89

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abundance Wealth Counselors's KKR Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of KKR & Co (KKR) in Q2 2021, closing a stake of 2,909 shares — an estimated $142K sold.

Abundance Wealth Counselors first reported a position in KKR in Q1 2021 and held it in 1 quarter. The position peaked at $142K in Q1 2021. 706 funds tracked by Wall St. Rank hold KKR as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining KKR & Co position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 2,909 KKR & Co shares in Q2 2021, an estimated $142K.
  • Abundance Wealth Counselors first reported a position in KKR & Co in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's KKR & Co position peaked at $142K in Q1 2021.
  • 706 funds tracked by Wall St. Rank held KKR & Co as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.