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Core Wealth Advisors (Florida)’s KKR & Co KKR Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-63
Closed -$6.34K – 147
2024
Q1 		$6.34K Hold
63
– – ﹤0.01% 213
2023
Q4 		$5.22K Buy
+63
New +$4.27K ﹤0.01% 217

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Core Wealth Advisors (Florida) sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 63 shares — an estimated $6.34K sold.

Core Wealth Advisors (Florida) first reported a position in KKR in Q4 2023 and held it in 2 quarters. The position peaked at $6.34K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 63 KKR & Co shares in Q2 2024, an estimated $6.34K.
  • Core Wealth Advisors (Florida) first reported a position in KKR & Co in Q4 2023 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s KKR & Co position peaked at $6.34K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

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