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Capital Advisors Ltd’s FS KKR Capital FSK Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-4,500
Closed -$90K – 1425
2023
Q4 		$90K Hold
4,500
– – 0.01% 340
2023
Q3 		$89K Hold
4,500
– – 0.01% 339
2023
Q2 		$86K Sell
4,500
-3,000
-40% -$56.8K 0.01% 355
2023
Q1 		$139K Sell
7,500
-3,000
-29% -$56.9K 0.02% 279
2022
Q4 		$184K Hold
10,500
– – 0.03% 248
2022
Q3 		$178K Hold
10,500
– – 0.03% 252
2022
Q2 		$204K Hold
10,500
– – 0.04% 223
2022
Q1 		$240K Buy
+10,500
New +$233K 0.04% 210

Other funds holding FSK

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KKRC
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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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return