AWM
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Ameliora Wealth Management’s FS KKR Capital FSK Stock Holding History

Ameliora Wealth Management’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
2023
Q2 		– Sell
-1,000
Closed -$18.5K – 206
2023
Q1 		$18.5K Buy
+1,000
New +$19K 0.01% 170

Other funds holding FSK

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OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Ameliora Wealth Management's FSK Position: Q2 2023 in Review

Ameliora Wealth Management sold out of FS KKR Capital (FSK) in Q2 2023, closing a stake of 1,000 shares — an estimated $18.5K sold.

Ameliora Wealth Management first reported a position in FSK in Q1 2023 and held it in 1 quarter. The position peaked at $18.5K in Q1 2023. 433 funds tracked by Wall St. Rank hold FSK as of Q2 2023.

  • Ameliora Wealth Management reported no remaining FS KKR Capital position as of Q2 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 1,000 FS KKR Capital shares in Q2 2023, an estimated $18.5K.
  • Ameliora Wealth Management first reported a position in FS KKR Capital in Q1 2023 and held it in 1 quarter.
  • Ameliora Wealth Management's FS KKR Capital position peaked at $18.5K in Q1 2023.
  • 433 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2023.

Based on Ameliora Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.