CWG
KKR icon

Cornerstone Wealth Group’s KKR & Co KKR Stock Holding History

Cornerstone Wealth Group’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
2021
Q4 		– Sell
-4,090
Closed -$249K – 159
2021
Q3 		$249K Hold
4,090
– – 0.04% 135
2021
Q2 		$235K Buy
4,090
+90
+2% +$5K 0.05% 133
2021
Q1 		$212K Buy
+4,000
New +$179K 0.04% 144

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Wealth Group's KKR Position: Q4 2021 in Review

Cornerstone Wealth Group sold out of KKR & Co (KKR) in Q4 2021, closing a stake of 4,090 shares — an estimated $249K sold.

Cornerstone Wealth Group first reported a position in KKR in Q1 2021 and held it in 3 quarters. The position peaked at $249K in Q3 2021. 838 funds tracked by Wall St. Rank hold KKR as of Q4 2021.

  • Cornerstone Wealth Group reported no remaining KKR & Co position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Group sold 4,090 KKR & Co shares in Q4 2021, an estimated $249K.
  • Cornerstone Wealth Group first reported a position in KKR & Co in Q1 2021 and held it in 3 quarters.
  • Cornerstone Wealth Group's KKR & Co position peaked at $249K in Q3 2021.
  • 838 funds tracked by Wall St. Rank held KKR & Co as of Q4 2021.

Based on Cornerstone Wealth Group's 13F filing for Q4 2021, filed 25 Jan 2022.