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Baldwin Wealth Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Baldwin Wealth Partners’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,000
Closed -$44.3K – 658
2024
Q3 		$44.3K Hold
3,000
– – ﹤0.01% 574
2024
Q2 		$41.1K Hold
3,000
– – ﹤0.01% 376
2024
Q1 		$40.6K Buy
+3,000
New +$39K ﹤0.01% 393

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baldwin Wealth Partners's KIO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of KKR Income Opportunities Fund (KIO) in Q4 2024, closing a stake of 3,000 shares — an estimated $44.3K sold.

Baldwin Wealth Partners first reported a position in KIO in Q1 2024 and held it in 3 quarters. The position peaked at $44.3K in Q3 2024. 66 funds tracked by Wall St. Rank hold KIO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining KKR Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,000 KKR Income Opportunities Fund shares in Q4 2024, an estimated $44.3K.
  • Baldwin Wealth Partners first reported a position in KKR Income Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Baldwin Wealth Partners's KKR Income Opportunities Fund position peaked at $44.3K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2024.

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