Atlas Private Wealth Management’s FS KKR Capital FSK Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-2,098	Closed	-$42K	–	203
2021 Q1	$42K	Buy	2,098 +5	+0.2%	+$93	0.03%	201
2020 Q4	$35K	Hold	2,093	–	–	0.02%	221
2020 Q3	$33K	Hold	2,093	–	–	0.03%	212
2020 Q2	$29K	Hold	2,093	–	–	0.02%	233
2020 Q1	$25K	Hold	2,093	–	–	0.02%	229
2019 Q4	$51K	Buy	+2,093	New	+$50K	0.04%	204

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

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

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Atlas Private Wealth Management's FSK Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of FS KKR Capital (FSK) in Q2 2021, closing a stake of 2,098 shares — an estimated $42K sold.

Atlas Private Wealth Management first reported a position in FSK in Q4 2019 and held it in 6 quarters. The position peaked at $51K in Q4 2019. 387 funds tracked by Wall St. Rank hold FSK as of Q2 2021.

Atlas Private Wealth Management reported no remaining FS KKR Capital position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 2,098 FS KKR Capital shares in Q2 2021, an estimated $42K.
Atlas Private Wealth Management first reported a position in FS KKR Capital in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's FS KKR Capital position peaked at $51K in Q4 2019.
387 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.