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CM Wealth Advisors’s KKR & Co KKR Stock Holding History

CM Wealth 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
2023
Q3 		– Sell
-5,621
Closed -$337K – 127
2023
Q2 		$337K Sell
5,621
-27,207
-83% -$1.43M 0.11% 95
2023
Q1 		$1.65M Buy
+32,828
New +$1.76M 0.32% 68

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CM Wealth Advisors's KKR Position: Q3 2023 in Review

CM Wealth Advisors sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 5,621 shares — an estimated $337K sold.

CM Wealth Advisors first reported a position in KKR in Q1 2023 and held it in 2 quarters. The position peaked at $1.65M in Q1 2023. 795 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

  • CM Wealth Advisors reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 5,621 KKR & Co shares in Q3 2023, an estimated $337K.
  • CM Wealth Advisors first reported a position in KKR & Co in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's KKR & Co position peaked at $1.65M in Q1 2023.
  • 795 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.