Aspire Private Capital’s FS KKR Capital FSK Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-863	Closed	-$17K	–	336
2024 Q3	$17K	Hold	863	–	–	﹤0.01%	322
2024 Q2	$17K	Hold	863	–	–	﹤0.01%	331
2024 Q1	$16.5K	Hold	863	–	–	﹤0.01%	343
2023 Q4	$17.2K	Hold	863	–	–	0.01%	335
2023 Q3	$17K	Hold	863	–	–	0.01%	335
2023 Q2	$16.6K	Hold	863	–	–	0.01%	319
2023 Q1	$16K	Hold	863	–	–	0.01%	314
2022 Q4	$15.1K	Hold	863	–	–	0.01%	317
2022 Q3	$15K	Hold	863	–	–	0.01%	303
2022 Q2	$17K	Hold	863	–	–	0.01%	290
2022 Q1	$20K	Hold	863	–	–	0.01%	281
2021 Q4	$18K	Hold	863	–	–	0.01%	292
2021 Q3	$19K	Hold	863	–	–	0.01%	269
2021 Q2	$19K	Buy	+863	New	+$18.5K	0.01%	282

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Aspire Private Capital's FSK Position: Q4 2024 in Review

Aspire Private Capital sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 863 shares — an estimated $17K sold.

Aspire Private Capital first reported a position in FSK in Q2 2021 and held it in 14 quarters. The position peaked at $20K in Q1 2022. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

Aspire Private Capital reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 863 FS KKR Capital shares in Q4 2024, an estimated $17K.
Aspire Private Capital first reported a position in FS KKR Capital in Q2 2021 and held it in 14 quarters.
Aspire Private Capital's FS KKR Capital position peaked at $20K in Q1 2022.
539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.