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AXS Investments’s FS KKR Capital FSK Stock Holding History

AXS 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
2024
Q1 		– Sell
-10,000
Closed -$200K – 344
2023
Q4 		$200K Hold
10,000
– – 0.05% 287
2023
Q3 		$197K Sell
10,000
-2,000
-17% -$40K 0.05% 263
2023
Q2 		$230K Buy
+12,000
New +$227K 0.06% 254

Other funds holding FSK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AXS Investments's FSK Position: Q1 2024 in Review

AXS Investments sold out of FS KKR Capital (FSK) in Q1 2024, closing a stake of 10,000 shares — an estimated $200K sold.

AXS Investments first reported a position in FSK in Q2 2023 and held it in 3 quarters. The position peaked at $230K in Q2 2023. 483 funds tracked by Wall St. Rank hold FSK as of Q1 2024.

  • AXS Investments reported no remaining FS KKR Capital position as of Q1 2024 after selling out during the quarter.
  • AXS Investments sold 10,000 FS KKR Capital shares in Q1 2024, an estimated $200K.
  • AXS Investments first reported a position in FS KKR Capital in Q2 2023 and held it in 3 quarters.
  • AXS Investments's FS KKR Capital position peaked at $230K in Q2 2023.
  • 483 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.