AWE
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Avidian Wealth Enterprises’s FS KKR Capital FSK Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-10,488
Closed -$200K – 507
2024
Q1 		$200K Sell
10,488
-4,283
-29% -$84.7K 0.01% 429
2023
Q4 		$295K Buy
+14,771
New +$290K 0.02% 344

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Legal & General Group
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LSV Asset Management
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Cambridge Investment Research Advisors
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AWA
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RRAM
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AM
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Avidian Wealth Enterprises's FSK Position: Q2 2024 in Review

Avidian Wealth Enterprises sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 10,488 shares — an estimated $200K sold.

Avidian Wealth Enterprises first reported a position in FSK in Q4 2023 and held it in 2 quarters. The position peaked at $295K in Q4 2023. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • Avidian Wealth Enterprises reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,488 FS KKR Capital shares in Q2 2024, an estimated $200K.
  • Avidian Wealth Enterprises first reported a position in FS KKR Capital in Q4 2023 and held it in 2 quarters.
  • Avidian Wealth Enterprises's FS KKR Capital position peaked at $295K in Q4 2023.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2024, filed 6 Aug 2024.