CFA
FSKR

Carroll Financial Associates’s FS KKR Capital Corp. II FSKR Stock Holding History

Carroll Financial Associates’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,005
Closed -$58K – 1904
2021
Q1 		$58K Hold
3,005
– – ﹤0.01% 728
2020
Q4 		$49K Hold
3,005
– – ﹤0.01% 703
2020
Q3 		$44K Buy
+3,005
New +$43K ﹤0.01% 691

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

Carroll Financial Associates's FSKR Position: Q2 2021 in Review

Carroll Financial Associates sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 3,005 shares — an estimated $58K sold.

Carroll Financial Associates first reported a position in FSKR in Q3 2020 and held it in 3 quarters. The position peaked at $58K in Q1 2021. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • Carroll Financial Associates reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 3,005 FS KKR Capital Corp. II shares in Q2 2021, an estimated $58K.
  • Carroll Financial Associates first reported a position in FS KKR Capital Corp. II in Q3 2020 and held it in 3 quarters.
  • Carroll Financial Associates's FS KKR Capital Corp. II position peaked at $58K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.