Clear Perspectives Financial Planning’s FS KKR Capital FSK Stock Holding History

Clear Perspectives 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
2023 Q1	$518	Buy	+28	New	+$531	﹤0.01%	182

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Clear Perspectives Financial Planning's FSK Position: Q1 2023 in Review

Clear Perspectives Financial Planning opened a new position in FS KKR Capital (FSK) in Q1 2023: 28 shares worth $518. The stake represents ﹤0.01% of the portfolio and ranks #182 among its holdings.

424 funds tracked by Wall St. Rank hold FSK as of Q1 2023.

Clear Perspectives Financial Planning held 28 shares of FS KKR Capital worth $518 as of Q1 2023.
FS KKR Capital was a new Clear Perspectives Financial Planning position in Q1 2023.
FS KKR Capital made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #182 holding.
424 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.