Center for Financial Planning’s FS KKR Capital FSK Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-799	Closed	-$15.8K	–	685
2024 Q3	$15.8K	Hold	799	–	–	﹤0.01%	352
2024 Q2	$15.8K	Hold	799	–	–	﹤0.01%	338
2024 Q1	$15.2K	Hold	799	–	–	﹤0.01%	349
2023 Q4	$16K	Sell	799 -1,179	-60%	-$23.2K	﹤0.01%	322
2023 Q3	$38.9K	Buy	1,978 +1,179	+148%	+$23.6K	0.01%	236
2023 Q2	$15.3K	Hold	799	–	–	﹤0.01%	340
2023 Q1	$14.8K	Hold	799	–	–	﹤0.01%	317
2022 Q4	$14K	Hold	799	–	–	﹤0.01%	319
2022 Q3	$14K	Hold	799	–	–	﹤0.01%	319
2022 Q2	$16K	Hold	799	–	–	﹤0.01%	310
2022 Q1	$18K	Hold	799	–	–	﹤0.01%	315
2021 Q4	$17K	Buy	+799	New	+$17.3K	﹤0.01%	325

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Center for Financial Planning's FSK Position: Q4 2024 in Review

Center for Financial Planning sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 799 shares — an estimated $15.8K sold.

Center for Financial Planning first reported a position in FSK in Q4 2021 and held it in 12 quarters. The position peaked at $38.9K in Q3 2023. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

Center for Financial Planning reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
Center for Financial Planning sold 799 FS KKR Capital shares in Q4 2024, an estimated $15.8K.
Center for Financial Planning first reported a position in FS KKR Capital in Q4 2021 and held it in 12 quarters.
Center for Financial Planning's FS KKR Capital position peaked at $38.9K in Q3 2023.
539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.