AWM
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Accurate Wealth Management’s KKR & Co KKR Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-928
Closed -$46.5K – 873
2022
Q4 		$46.5K Buy
+928
New +$45.2K 0.02% 473

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accurate Wealth Management's KKR Position: Q1 2023 in Review

Accurate Wealth Management sold out of KKR & Co (KKR) in Q1 2023, closing a stake of 928 shares — an estimated $46.5K sold.

Accurate Wealth Management first reported a position in KKR in Q4 2022 and held it in 1 quarter. The position peaked at $46.5K in Q4 2022. 745 funds tracked by Wall St. Rank hold KKR as of Q1 2023.

  • Accurate Wealth Management reported no remaining KKR & Co position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 928 KKR & Co shares in Q1 2023, an estimated $46.5K.
  • Accurate Wealth Management first reported a position in KKR & Co in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's KKR & Co position peaked at $46.5K in Q4 2022.
  • 745 funds tracked by Wall St. Rank held KKR & Co as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.