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Benjamin Edwards Inc’s FS KKR Capital FSK Stock Holding History

Benjamin Edwards Inc’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
-10,566
Closed -$208K – 1117
2024
Q3 		$208K Buy
10,566
+4,043
+62% +$80.3K ﹤0.01% 1054
2024
Q2 		$129K Buy
6,523
+128
+2% +$2.52K 0.02% 391
2024
Q1 		$122K Buy
+6,395
New +$127K 0.02% 397
2022
Q2 		– Sell
-12,279
Closed -$280K – 725
2022
Q1 		$280K Buy
12,279
+34
+0.3% +$754 0.08% 236
2021
Q4 		$256K Buy
12,245
+197
+2% +$4.26K 0.08% 222
2021
Q3 		$266K Buy
+12,048
New +$266K 0.16% 156

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Benjamin Edwards Inc's FSK Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 10,566 shares — an estimated $208K sold.

Benjamin Edwards Inc first reported a position in FSK in Q3 2021 and held it in 6 quarters. The position peaked at $280K in Q1 2022. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • Benjamin Edwards Inc reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 10,566 FS KKR Capital shares in Q4 2024, an estimated $208K.
  • Benjamin Edwards Inc first reported a position in FS KKR Capital in Q3 2021 and held it in 6 quarters.
  • Benjamin Edwards Inc's FS KKR Capital position peaked at $280K in Q1 2022.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.