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Clear Point Advisors’s KKR & Co KKR Stock Holding History

Clear Point Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-230
Closed -$30.1K – 347
2024
Q3 		$30.1K Buy
230
+125
+119% +$14.8K 0.02% 248
2024
Q2 		$11.1K Buy
+105
New +$10.7K 0.01% 322

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Point Advisors's KKR Position: Q4 2024 in Review

Clear Point Advisors sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 230 shares — an estimated $30.1K sold.

Clear Point Advisors first reported a position in KKR in Q2 2024 and held it in 2 quarters. The position peaked at $30.1K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Clear Point Advisors reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 230 KKR & Co shares in Q4 2024, an estimated $30.1K.
  • Clear Point Advisors first reported a position in KKR & Co in Q2 2024 and held it in 2 quarters.
  • Clear Point Advisors's KKR & Co position peaked at $30.1K in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.