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Baldwin Wealth Partners’s FS KKR Capital FSK Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-2,000
Closed -$39.5K – 533
2024
Q3 		$39.5K Sell
2,000
-300
-13% -$5.96K ﹤0.01% 593
2024
Q2 		$45.4K Sell
2,300
-3,700
-62% -$72.7K ﹤0.01% 366
2024
Q1 		$114K Buy
6,000
+2,000
+50% +$39.6K 0.01% 258
2023
Q4 		$79.9K Hold
4,000
– – 0.01% 305
2023
Q3 		$78.8K Hold
4,000
– – 0.01% 330
2023
Q2 		$76.7K Hold
4,000
– – 0.01% 353
2023
Q1 		$74K Hold
4,000
– – 0.01% 361
2022
Q4 		$70K Hold
4,000
– – 0.01% 362
2022
Q3 		$68K Buy
+4,000
New +$83.4K 0.01% 284

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CWA
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AM
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Baldwin Wealth Partners's FSK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 2,000 shares — an estimated $39.5K sold.

Baldwin Wealth Partners first reported a position in FSK in Q3 2022 and held it in 9 quarters. The position peaked at $114K in Q1 2024. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,000 FS KKR Capital shares in Q4 2024, an estimated $39.5K.
  • Baldwin Wealth Partners first reported a position in FS KKR Capital in Q3 2022 and held it in 9 quarters.
  • Baldwin Wealth Partners's FS KKR Capital position peaked at $114K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.