CW
FSK icon

CIC Wealth’s FS KKR Capital FSK Stock Holding History

CIC Wealth’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
Q3 		$1.58M Buy
80,111
+5,843
+8% +$116K 0.41% 53
2024
Q2 		$1.47M Buy
74,268
+26,970
+57% +$530K 0.4% 53
2024
Q1 		$902K Buy
47,298
+8,069
+21% +$160K 0.26% 71
2023
Q4 		$783K Buy
39,229
+2,126
+6% +$41.8K 0.25% 77
2023
Q3 		$731K Buy
37,103
+2,437
+7% +$48.7K 0.26% 74
2023
Q2 		$665K Buy
34,666
+386
+1% +$7.3K 0.23% 80
2023
Q1 		$634K Sell
34,280
-282
-0.8% -$5.35K 0.24% 82
2022
Q4 		$605K Buy
+34,562
New +$643K 0.25% 81

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return