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Carolinas Wealth Consulting’s KKR Income Opportunities Fund KIO Stock Holding History

Carolinas Wealth Consulting’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,233
Closed -$70.9K – 1060
2024
Q1 		$70.9K Hold
5,233
– – 0.01% 326
2023
Q4 		$65.8K Hold
5,233
– – 0.01% 299
2023
Q3 		$59.4K Hold
5,233
– – 0.01% 293
2023
Q2 		$60.8K Buy
+5,233
New +$58.5K 0.01% 319

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carolinas Wealth Consulting's KIO Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of KKR Income Opportunities Fund (KIO) in Q2 2024, closing a stake of 5,233 shares — an estimated $70.9K sold.

Carolinas Wealth Consulting first reported a position in KIO in Q2 2023 and held it in 4 quarters. The position peaked at $70.9K in Q1 2024. 52 funds tracked by Wall St. Rank hold KIO as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining KKR Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,233 KKR Income Opportunities Fund shares in Q2 2024, an estimated $70.9K.
  • Carolinas Wealth Consulting first reported a position in KKR Income Opportunities Fund in Q2 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's KKR Income Opportunities Fund position peaked at $70.9K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.