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Atria Investments’s FS KKR Capital FSK Stock Holding History

Atria Investments’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
2023
Q1 		– Sell
-79,978
Closed -$1.4M – 835
2022
Q4 		$1.4M Sell
79,978
-3,716
-4% -$69.1K 0.03% 633
2022
Q3 		$1.42M Buy
83,694
+10,481
+14% +$219K 0.03% 598
2022
Q2 		$1.42M Buy
+73,213
New +$1.55M 0.03% 618
2022
Q1 		– Sell
-75,577
Closed -$1.58M – 886
2021
Q4 		$1.58M Buy
75,577
+2,562
+4% +$55.4K 0.03% 656
2021
Q3 		$1.61M Sell
73,015
-37,201
-34% -$821K 0.03% 618
2021
Q2 		$2.37M Buy
+110,216
New +$2.36M 0.05% 435
2020
Q1 		– Sell
-3,382
Closed -$83K – 770
2019
Q4 		$83K Sell
3,382
-10,241
-75% -$245K ﹤0.01% 1187
2019
Q3 		$318K Buy
13,623
+482
+4% +$11.3K 0.01% 702
2019
Q2 		$301K Buy
13,141
+4,242
+48% +$104K 0.01% 738
2019
Q1 		$215K Hold
8,899
– – 0.01% 837
2018
Q4 		$184K Buy
+8,899
New +$221K 0.01% 825

Other funds holding FSK

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OHA
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $8.82B AUM 7.52% 1-Year Est. Return