Clarus Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Clarus Wealth Advisors’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
2020 Q2	–	Sell	-6,671	Closed	-$74K	–	137
2020 Q1	$74K	Buy	6,671 +986	+17%	+$21.1K	0.07%	112
2019 Q4	$143K	Sell	5,685 -1,276	-18%	-$30.5K	0.09%	135
2019 Q3	$162K	Buy	6,961 +380	+6%	+$8.91K	0.12%	136
2019 Q2	$157K	Sell	6,581 -2,408	-27%	-$59.2K	0.11%	138
2019 Q1	$218K	Buy	8,989 +337	+4%	+$8.35K	0.16%	88
2018 Q4	$179K	Sell	8,652 -1,472	-15%	-$36.6K	0.28%	93
2018 Q3	$285K	Buy	10,124 +1,434	+17%	+$43.8K	0.19%	72
2018 Q2	$252K	Hold	8,690	–	–	0.19%	75
2018 Q1	$252K	Sell	8,690 -772	-8%	-$23K	0.23%	75
2017 Q4	$278K	Buy	+9,462	New	+$304K	0.27%	63

Other funds holding FSK

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

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

Clarus Wealth Advisors's FSK Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of FS KKR Capital (FSK) in Q2 2020, closing a stake of 6,671 shares — an estimated $74K sold.

Clarus Wealth Advisors first reported a position in FSK in Q4 2017 and held it in 10 quarters. The position peaked at $285K in Q3 2018. 220 funds tracked by Wall St. Rank hold FSK as of Q2 2020.

Clarus Wealth Advisors reported no remaining FS KKR Capital position as of Q2 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 6,671 FS KKR Capital shares in Q2 2020, an estimated $74K.
Clarus Wealth Advisors first reported a position in FS KKR Capital in Q4 2017 and held it in 10 quarters.
Clarus Wealth Advisors's FS KKR Capital position peaked at $285K in Q3 2018.
220 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.