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Buck Wealth Strategies’s FS KKR Capital FSK Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-2,575
Closed -$50.7K – 157
2023
Q3 		$50.7K Buy
2,575
+61
+2% +$1.22K 0.02% 111
2023
Q2 		$48.2K Sell
2,514
-231
-8% -$4.37K 0.02% 84
2023
Q1 		$50.8K Buy
+2,745
New +$52K 0.02% 58

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
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

Buck Wealth Strategies's FSK Position: Q4 2023 in Review

Buck Wealth Strategies sold out of FS KKR Capital (FSK) in Q4 2023, closing a stake of 2,575 shares — an estimated $50.7K sold.

Buck Wealth Strategies first reported a position in FSK in Q1 2023 and held it in 3 quarters. The position peaked at $50.8K in Q1 2023. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2023.

  • Buck Wealth Strategies reported no remaining FS KKR Capital position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 2,575 FS KKR Capital shares in Q4 2023, an estimated $50.7K.
  • Buck Wealth Strategies first reported a position in FS KKR Capital in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's FS KKR Capital position peaked at $50.8K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.