AWM
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Avior Wealth Management’s FS KKR Capital FSK Stock Holding History

Avior 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
2025
Q1 		– Sell
-7,326
Closed -$159K – 1323
2024
Q4 		$159K Sell
7,326
-64
-0.9% -$1.34K 0.01% 772
2024
Q3 		$146K Hold
7,390
– – 0.01% 780
2024
Q2 		$146K Sell
7,390
-7,247
-50% -$142K 0.01% 761
2024
Q1 		$279K Buy
14,637
+13,222
+934% +$262K 0.01% 604
2023
Q4 		$28.3K Hold
1,415
– – ﹤0.01% 830
2023
Q3 		$27.9K Hold
1,415
– – ﹤0.01% 890
2023
Q2 		$27.1K Buy
1,415
+265
+23% +$5.01K ﹤0.01% 883
2023
Q1 		$21.3K Hold
1,150
– – ﹤0.01% 933
2022
Q4 		$20.1K Sell
1,150
-300
-21% -$5.58K ﹤0.01% 755
2022
Q3 		$24K Sell
1,450
-700
-33% -$14.6K ﹤0.01% 714
2022
Q2 		$41K Buy
2,150
+1,000
+87% +$21.2K ﹤0.01% 600
2022
Q1 		$26K Hold
1,150
– – ﹤0.01% 674
2021
Q4 		$24K Buy
1,150
+250
+28% +$5.4K ﹤0.01% 674
2021
Q3 		$19K Buy
900
+300
+50% +$6.62K ﹤0.01% 678
2021
Q2 		$12K Hold
600
– – ﹤0.01% 723
2021
Q1 		$11K Hold
600
– – ﹤0.01% 743
2020
Q4 		$9K Hold
600
– – ﹤0.01% 723
2020
Q3 		$9K Sell
600
-234
-28% -$3.65K ﹤0.01% 702
2020
Q2 		$11K Buy
834
+234
+39% +$3.3K ﹤0.01% 652
2020
Q1 		$7K Hold
600
– – ﹤0.01% 608
2019
Q4 		$14K Buy
+600
New +$14.3K ﹤0.01% 567

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Avior Wealth Management's FSK Position: Q1 2025 in Review

Avior Wealth Management sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 7,326 shares — an estimated $159K sold.

Avior Wealth Management first reported a position in FSK in Q4 2019 and held it in 21 quarters. The position peaked at $279K in Q1 2024. 537 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Avior Wealth Management reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7,326 FS KKR Capital shares in Q1 2025, an estimated $159K.
  • Avior Wealth Management first reported a position in FS KKR Capital in Q4 2019 and held it in 21 quarters.
  • Avior Wealth Management's FS KKR Capital position peaked at $279K in Q1 2024.
  • 537 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.