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Confluence Wealth Services’s KKR & Co KKR Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-22
Closed -$1K – 724
2021
Q4 		$1K Buy
+22
New +$1.62K ﹤0.01% 1194

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Confluence Wealth Services's KKR Position: Q1 2022 in Review

Confluence Wealth Services sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in KKR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

  • Confluence Wealth Services reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 22 KKR & Co shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in KKR & Co in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's KKR & Co position peaked at $1K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.