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Axxcess Wealth Management’s FS KKR Capital FSK Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-10,097
Closed -$193K – 890
2024
Q1 		$193K Sell
10,097
-223
-2% -$4.41K 0.01% 827
2023
Q4 		$206K Hold
10,320
– – 0.01% 777
2023
Q3 		$203K Buy
+10,320
New +$206K 0.01% 732

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Axxcess Wealth Management's FSK Position: Q2 2024 in Review

Axxcess Wealth Management sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 10,097 shares — an estimated $193K sold.

Axxcess Wealth Management first reported a position in FSK in Q3 2023 and held it in 3 quarters. The position peaked at $206K in Q4 2023. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • Axxcess Wealth Management reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,097 FS KKR Capital shares in Q2 2024, an estimated $193K.
  • Axxcess Wealth Management first reported a position in FS KKR Capital in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's FS KKR Capital position peaked at $206K in Q4 2023.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.