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Alera Investment Advisors’s FS KKR Capital FSK Stock Holding History

Alera 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
2021
Q3 		– Sell
-20,354
Closed -$438K – 95
2021
Q2 		$438K Buy
+20,354
New +$436K 0.13% 57

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alera Investment Advisors's FSK Position: Q3 2021 in Review

Alera Investment Advisors sold out of FS KKR Capital (FSK) in Q3 2021, closing a stake of 20,354 shares — an estimated $438K sold.

Alera Investment Advisors first reported a position in FSK in Q2 2021 and held it in 1 quarter. The position peaked at $438K in Q2 2021. 392 funds tracked by Wall St. Rank hold FSK as of Q3 2021.

  • Alera Investment Advisors reported no remaining FS KKR Capital position as of Q3 2021 after selling out during the quarter.
  • Alera Investment Advisors sold 20,354 FS KKR Capital shares in Q3 2021, an estimated $438K.
  • Alera Investment Advisors first reported a position in FS KKR Capital in Q2 2021 and held it in 1 quarter.
  • Alera Investment Advisors's FS KKR Capital position peaked at $438K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2021.

Based on Alera Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.