CAN
KIO

Claraphi Advisory Network’s KKR Income Opportunities Fund KIO Stock Holding History

Claraphi Advisory Network’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
2022
Q4 		– Sell
-32,172
Closed -$368K – 193
2022
Q3 		$368K Sell
32,172
-24,373
-43% -$296K 0.2% 127
2022
Q2 		$658K Sell
56,545
-2,748
-5% -$35.8K 0.23% 103
2022
Q1 		$856K Buy
59,293
+33,146
+127% +$507K 0.25% 85
2021
Q4 		$442K Sell
26,147
-1,330
-5% -$21.8K 0.15% 158
2021
Q3 		$450K Buy
27,477
+7,041
+34% +$116K 0.16% 160
2021
Q2 		$341K Sell
20,436
-344
-2% -$5.56K 0.1% 219
2021
Q1 		$329K Buy
+20,780
New +$315K 0.09% 219
2020
Q4 		– Sell
-27,182
Closed -$368K – 295
2020
Q3 		$368K Sell
27,182
-27,228
-50% -$361K 0.13% 150
2020
Q2 		$670K Buy
54,410
+14,742
+37% +$168K 0.29% 67
2020
Q1 		$423K Sell
39,668
-89,415
-69% -$1.3M 0.2% 97
2019
Q4 		$2.04M Buy
129,083
+17,481
+16% +$269K 1.25% 15
2019
Q3 		$1.74M Buy
111,602
+35,535
+47% +$553K 1.05% 15
2019
Q2 		$1.2M Buy
76,067
+35,128
+86% +$553K 0.7% 26
2019
Q1 		$634K Sell
40,939
-24,029
-37% -$368K 0.4% 55
2018
Q4 		$926K Sell
64,968
-10,274
-14% -$158K 0.71% 30
2018
Q3 		$1.24M Buy
75,242
+15,074
+25% +$252K 0.69% 30
2018
Q2 		$996K Buy
60,168
+20,114
+50% +$325K 0.64% 38
2018
Q1 		$636K Buy
40,054
+8,057
+25% +$128K 0.45% 60
2017
Q4 		$514K Buy
+31,997
New +$528K 0.4% 76

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claraphi Advisory Network's KIO Position: Q4 2022 in Review

Claraphi Advisory Network sold out of KKR Income Opportunities Fund (KIO) in Q4 2022, closing a stake of 32,172 shares — an estimated $368K sold.

Claraphi Advisory Network first reported a position in KIO in Q4 2017 and held it in 19 quarters. The position peaked at $2.04M in Q4 2019. 48 funds tracked by Wall St. Rank hold KIO as of Q4 2022.

  • Claraphi Advisory Network reported no remaining KKR Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 32,172 KKR Income Opportunities Fund shares in Q4 2022, an estimated $368K.
  • Claraphi Advisory Network first reported a position in KKR Income Opportunities Fund in Q4 2017 and held it in 19 quarters.
  • Claraphi Advisory Network's KKR Income Opportunities Fund position peaked at $2.04M in Q4 2019.
  • 48 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.