CAAS
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Capital Asset Advisory Services’s KKR & Co KKR Stock Holding History

Capital Asset Advisory Services’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,182
Closed -$651K – 577
2019
Q4 		$651K Buy
+19,182
New +$546K 0.15% 130

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VVP
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Principal Financial Group
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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Capital Asset Advisory Services's KKR Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of KKR & Co (KKR) in Q1 2020, closing a stake of 19,182 shares — an estimated $651K sold.

Capital Asset Advisory Services first reported a position in KKR in Q4 2019 and held it in 1 quarter. The position peaked at $651K in Q4 2019. 479 funds tracked by Wall St. Rank hold KKR as of Q1 2020.

  • Capital Asset Advisory Services reported no remaining KKR & Co position as of Q1 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 19,182 KKR & Co shares in Q1 2020, an estimated $651K.
  • Capital Asset Advisory Services first reported a position in KKR & Co in Q4 2019 and held it in 1 quarter.
  • Capital Asset Advisory Services's KKR & Co position peaked at $651K in Q4 2019.
  • 479 funds tracked by Wall St. Rank held KKR & Co as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.