BDO Wealth Advisors’s KKR & Co KKR Stock Holding History

BDO Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17	Closed	-$1K	–	1095
2021 Q4	$1K	Buy	+17	New	+$1.25K	﹤0.01%	1026
2020 Q3	–	Sell	-50	Closed	-$2K	–	921
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	633
2020 Q1	$1K	Buy	+50	New	+$1.44K	﹤0.01%	710
2019 Q1	–	Sell	-510	Closed	-$10K	–	635
2018 Q4	$10K	Hold	510	–	–	﹤0.01%	409
2018 Q3	$14K	Buy	+510	New	+$13.6K	﹤0.01%	427

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BDO Wealth Advisors's KKR Position: Q1 2022 in Review

BDO Wealth Advisors sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in KKR in Q3 2018 and held it in 5 quarters. The position peaked at $14K in Q3 2018. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

BDO Wealth Advisors reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 17 KKR & Co shares in Q1 2022, an estimated $1K.
BDO Wealth Advisors first reported a position in KKR & Co in Q3 2018 and held it in 5 quarters.
BDO Wealth Advisors's KKR & Co position peaked at $14K in Q3 2018.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.