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Atomi Financial Group’s KKR Income Opportunities Fund KIO Stock Holding History

Atomi Financial Group’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
-12,173
Closed -$153K – 748
2023
Q4 		$153K Buy
+12,173
New +$145K 0.02% 566

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atomi Financial Group's KIO Position: Q1 2024 in Review

Atomi Financial Group sold out of KKR Income Opportunities Fund (KIO) in Q1 2024, closing a stake of 12,173 shares — an estimated $153K sold.

Atomi Financial Group first reported a position in KIO in Q4 2023 and held it in 1 quarter. The position peaked at $153K in Q4 2023. 55 funds tracked by Wall St. Rank hold KIO as of Q1 2024.

  • Atomi Financial Group reported no remaining KKR Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Atomi Financial Group sold 12,173 KKR Income Opportunities Fund shares in Q1 2024, an estimated $153K.
  • Atomi Financial Group first reported a position in KKR Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Atomi Financial Group's KKR Income Opportunities Fund position peaked at $153K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2024.

Based on Atomi Financial Group's 13F filing for Q1 2024, filed 7 May 2024.