CWG
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Cornerstone Wealth Group’s FS KKR Capital FSK Stock Holding History

Cornerstone Wealth 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
2021
Q4 		– Sell
-11,517
Closed -$254K – 154
2021
Q3 		$254K Sell
11,517
-563
-5% -$12.4K 0.04% 134
2021
Q2 		$250K Buy
+12,080
New +$259K 0.05% 130
2020
Q4 		– Sell
-12,682
Closed -$201K – 159
2020
Q3 		$201K Sell
12,682
-2,171
-15% -$33.9K 0.05% 130
2020
Q2 		$208K Sell
14,853
-6
-0% -$85 0.05% 117
2020
Q1 		$178K Sell
14,859
-562
-4% -$12K 0.06% 106
2019
Q4 		$378K Buy
15,421
+619
+4% +$14.8K 0.1% 113
2019
Q3 		$345K Sell
14,802
-6,255
-30% -$147K 0.09% 105
2019
Q2 		$502K Sell
21,057
-1,979
-9% -$48.7K 0.14% 113
2019
Q1 		$557K Buy
+23,036
New +$571K 0.14% 114

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return