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C.M. Bidwell & Associates’s FS KKR Capital FSK Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-130
Closed -$2.48K – 502
2024
Q1 		$2.48K Buy
130
+2
+2% +$40 ﹤0.01% 403
2023
Q4 		$2.56K Buy
128
+14
+12% +$275 ﹤0.01% 413
2023
Q3 		$2.25K Buy
+114
New +$2.28K ﹤0.01% 445

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

C.M. Bidwell & Associates's FSK Position: Q2 2024 in Review

C.M. Bidwell & Associates sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 130 shares — an estimated $2.48K sold.

C.M. Bidwell & Associates first reported a position in FSK in Q3 2023 and held it in 3 quarters. The position peaked at $2.56K in Q4 2023. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • C.M. Bidwell & Associates reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 130 FS KKR Capital shares in Q2 2024, an estimated $2.48K.
  • C.M. Bidwell & Associates first reported a position in FS KKR Capital in Q3 2023 and held it in 3 quarters.
  • C.M. Bidwell & Associates's FS KKR Capital position peaked at $2.56K in Q4 2023.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.