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Core Wealth Advisors (Florida)’s FS KKR Capital FSK Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-312
Closed -$5.95K – 114
2024
Q1 		$5.95K Buy
+312
New +$6.17K ﹤0.01% 217

Other funds holding FSK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Core Wealth Advisors (Florida)'s FSK Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 312 shares — an estimated $5.95K sold.

Core Wealth Advisors (Florida) first reported a position in FSK in Q1 2024 and held it in 1 quarter. The position peaked at $5.95K in Q1 2024. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 312 FS KKR Capital shares in Q2 2024, an estimated $5.95K.
  • Core Wealth Advisors (Florida) first reported a position in FS KKR Capital in Q1 2024 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s FS KKR Capital position peaked at $5.95K in Q1 2024.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.