ANBT
KIO

American National Bank & Trust’s KKR Income Opportunities Fund KIO Stock Holding History

American National Bank & Trust’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$2.51K – 534
2023
Q4 		$2.51K Buy
+200
New +$2.38K ﹤0.01% 477

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American National Bank & Trust's KIO Position: Q1 2024 in Review

American National Bank & Trust sold out of KKR Income Opportunities Fund (KIO) in Q1 2024, closing a stake of 200 shares — an estimated $2.51K sold.

American National Bank & Trust first reported a position in KIO in Q4 2023 and held it in 1 quarter. The position peaked at $2.51K in Q4 2023. 55 funds tracked by Wall St. Rank hold KIO as of Q1 2024.

  • American National Bank & Trust reported no remaining KKR Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • American National Bank & Trust sold 200 KKR Income Opportunities Fund shares in Q1 2024, an estimated $2.51K.
  • American National Bank & Trust first reported a position in KKR Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • American National Bank & Trust's KKR Income Opportunities Fund position peaked at $2.51K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2024.

Based on American National Bank & Trust's 13F filing for Q1 2024, filed 10 Apr 2024.