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Coppell Advisory Solutions Corp’s FS KKR Capital FSK Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$474K Buy
+24,866
New +$492K 0.09% 153
2023
Q1 		$245K Buy
13,311
+44
+0.3% +$834 0.08% 178
2022
Q4 		$232K Buy
+13,267
New +$247K 0.08% 156

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Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions Corp's FSK Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in FS KKR Capital (FSK) in Q1 2024: 24,866 shares worth $474K. The stake represents 0.09% of the portfolio and ranks #153 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FSK as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FSK in Q4 2022 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold FSK as of Q1 2024.

  • Coppell Advisory Solutions Corp held 24,866 shares of FS KKR Capital worth $474K as of Q1 2024.
  • FS KKR Capital was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • FS KKR Capital made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #153 holding.
  • Coppell Advisory Solutions Corp first reported a position in FS KKR Capital in Q4 2022 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.