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Avion Wealth’s FS KKR Capital FSK Stock Holding History

Avion Wealth’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
-339
Closed -$7K – 385
2021
Q1 		$7K Sell
339
-2,074
-86% -$38.6K ﹤0.01% 238
2020
Q4 		$40K Hold
2,413
– – 0.01% 132
2020
Q3 		$38K Hold
2,413
– – 0.01% 102
2020
Q2 		$34K Hold
2,413
– – 0.01% 107
2020
Q1 		$29K Buy
+2,413
New +$51.7K 0.01% 108

Other funds holding FSK

KKRC
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OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return