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Annapolis Financial Services’s FS KKR Capital FSK Stock Holding History

Annapolis Financial Services’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
2022
Q1 		– Sell
-1,209
Closed -$25K – 473
2021
Q4 		$25K Hold
1,209
– – 0.01% 243
2021
Q3 		$27K Sell
1,209
-1,465
-55% -$32.3K 0.01% 217
2021
Q2 		$58K Buy
+2,674
New +$57.3K 0.02% 155

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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 $254M AUM 16.78% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Annapolis Financial Services's FSK Position: Q1 2022 in Review

Annapolis Financial Services sold out of FS KKR Capital (FSK) in Q1 2022, closing a stake of 1,209 shares — an estimated $25K sold.

Annapolis Financial Services first reported a position in FSK in Q2 2021 and held it in 3 quarters. The position peaked at $58K in Q2 2021. 430 funds tracked by Wall St. Rank hold FSK as of Q1 2022.

  • Annapolis Financial Services reported no remaining FS KKR Capital position as of Q1 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 1,209 FS KKR Capital shares in Q1 2022, an estimated $25K.
  • Annapolis Financial Services first reported a position in FS KKR Capital in Q2 2021 and held it in 3 quarters.
  • Annapolis Financial Services's FS KKR Capital position peaked at $58K in Q2 2021.
  • 430 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2022.

Based on Annapolis Financial Services's 13F filing for Q1 2022, filed 29 Apr 2022.