Castle Financial & Retirement Planning Associates’s KKR & Co KKR Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$20K	Buy	+306	New	+$22.6K	0.07%	61

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's KKR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in KKR & Co (KKR) in Q4 2021: 306 shares worth $20K. The stake represents 0.07% of the portfolio and ranks #61 among its holdings.

839 funds tracked by Wall St. Rank hold KKR as of Q4 2021.

Castle Financial & Retirement Planning Associates held 306 shares of KKR & Co worth $20K as of Q4 2021.
KKR & Co was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
KKR & Co made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #61 holding.
839 funds tracked by Wall St. Rank held KKR & Co as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.