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Cornerstone Planning Group’s FS KKR Capital FSK Stock Holding History

Cornerstone Planning Group’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
2025
Q1 		– Sell
-18
Closed -$410 – 1603
2024
Q4 		$410 Buy
+18
New +$378 ﹤0.01% 1197

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UBS Group
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Legal & General Group
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GAM
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Cambridge Investment Research Advisors
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CWA
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Cornerstone Planning Group's FSK Position: Q1 2025 in Review

Cornerstone Planning Group sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 18 shares — an estimated $410 sold.

Cornerstone Planning Group first reported a position in FSK in Q4 2024 and held it in 1 quarter. The position peaked at $410 in Q4 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Cornerstone Planning Group reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 18 FS KKR Capital shares in Q1 2025, an estimated $410.
  • Cornerstone Planning Group first reported a position in FS KKR Capital in Q4 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's FS KKR Capital position peaked at $410 in Q4 2024.
  • 536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.