BDO Wealth Advisors’s FS KKR Capital FSK Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$496K	Buy	25,836 +864	+3%	+$16.3K	0.06%	176
2023 Q1	$462K	Sell	24,972 -594	-2%	-$11.3K	0.06%	173
2022 Q4	$447K	Buy	25,566 +853	+3%	+$15.9K	0.06%	181
2022 Q3	$419K	Buy	24,713 +747	+3%	+$15.6K	0.06%	184
2022 Q2	$465K	Buy	23,966 +20,066	+515%	+$425K	0.06%	181
2022 Q1	$89K	Hold	3,900	–	–	0.01%	351
2021 Q4	$82K	Hold	3,900	–	–	0.01%	374
2021 Q3	$86K	Hold	3,900	–	–	0.01%	372
2021 Q2	$84K	Hold	3,900	–	–	0.01%	391
2021 Q1	$77K	Buy	+3,900	New	+$72.6K	0.01%	387
2019 Q4	–	Sell	-115	Closed	-$3K	–	602
2019 Q3	$3K	Hold	115	–	–	﹤0.01%	575
2019 Q2	$3K	Hold	115	–	–	﹤0.01%	562
2019 Q1	$3K	Hold	115	–	–	﹤0.01%	537
2018 Q4	$2K	Buy	+115	New	+$2.86K	﹤0.01%	492
2017 Q4	–	Sell	-2,819	Closed	-$95K	–	486
2017 Q3	$95K	Hold	2,819	–	–	0.05%	139
2017 Q2	$103K	Buy	+2,819	New	+$106K	0.05%	170

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BDO Wealth Advisors's FSK Position: Q2 2023 in Review

BDO Wealth Advisors increased its FS KKR Capital (FSK) stake by 3.5% in Q2 2023, buying an estimated $16.3K and bringing the position to 25,836 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #176.

BDO Wealth Advisors first reported a position in FSK in Q2 2017 and has held it in 16 quarters since. 435 funds tracked by Wall St. Rank hold FSK as of Q2 2023.

BDO Wealth Advisors held 25,836 shares of FS KKR Capital worth $496K as of Q2 2023.
BDO Wealth Advisors bought 864 FS KKR Capital shares in Q2 2023, an estimated $16.3K.
FS KKR Capital made up 0.06% of BDO Wealth Advisors's portfolio in Q2 2023, its #176 holding.
BDO Wealth Advisors first reported a position in FS KKR Capital in Q2 2017 and has held it in 16 quarters since.
435 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.