CWA
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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 $254M AUM 16.78% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return