CFO
FSK icon

CVA Family Office’s FS KKR Capital FSK Stock Holding History

CVA Family Office’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
2023
Q3 		– Sell
-2,361
Closed -$45.3K – 507
2023
Q2 		$45.3K Hold
2,361
– – 0.01% 468
2023
Q1 		$43.7K Buy
+2,361
New +$44.8K 0.01% 464

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CVA Family Office's FSK Position: Q3 2023 in Review

CVA Family Office sold out of FS KKR Capital (FSK) in Q3 2023, closing a stake of 2,361 shares — an estimated $45.3K sold.

CVA Family Office first reported a position in FSK in Q1 2023 and held it in 2 quarters. The position peaked at $45.3K in Q2 2023. 455 funds tracked by Wall St. Rank hold FSK as of Q3 2023.

  • CVA Family Office reported no remaining FS KKR Capital position as of Q3 2023 after selling out during the quarter.
  • CVA Family Office sold 2,361 FS KKR Capital shares in Q3 2023, an estimated $45.3K.
  • CVA Family Office first reported a position in FS KKR Capital in Q1 2023 and held it in 2 quarters.
  • CVA Family Office's FS KKR Capital position peaked at $45.3K in Q2 2023.
  • 455 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2023.

Based on CVA Family Office's 13F filing for Q3 2023, filed 11 Oct 2023.