BerganKDV Wealth Management’s FS KKR Capital FSK Stock Holding History

BerganKDV Wealth Management’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	–	Sell	-2,779	Closed	-$51.4K	–	951
2023 Q1	$51.4K	Hold	2,779	–	–	0.01%	389
2022 Q4	$48.6K	Hold	2,779	–	–	0.01%	378
2022 Q3	$47K	Hold	2,779	–	–	0.01%	375
2022 Q2	$54K	Hold	2,779	–	–	0.01%	372
2022 Q1	$63K	Hold	2,779	–	–	0.01%	368
2021 Q4	$58K	Buy	+2,779	New	+$60.1K	0.01%	405

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RRAM

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

BerganKDV Wealth Management's FSK Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of FS KKR Capital (FSK) in Q2 2023, closing a stake of 2,779 shares — an estimated $51.4K sold.

BerganKDV Wealth Management first reported a position in FSK in Q4 2021 and held it in 6 quarters. The position peaked at $63K in Q1 2022. 433 funds tracked by Wall St. Rank hold FSK as of Q2 2023.

BerganKDV Wealth Management reported no remaining FS KKR Capital position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 2,779 FS KKR Capital shares in Q2 2023, an estimated $51.4K.
BerganKDV Wealth Management first reported a position in FS KKR Capital in Q4 2021 and held it in 6 quarters.
BerganKDV Wealth Management's FS KKR Capital position peaked at $63K in Q1 2022.
433 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.