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Cypress Point Wealth Management’s FS KKR Capital FSK Stock Holding History

Cypress Point Wealth Management’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
Q3 		– Sell
-535
Closed -$12K – 175
2021
Q2 		$12K Buy
+535
New +$11.5K 0.01% 128

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LPL Financial
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VanEck Associates
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Osaic Holdings
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Cambridge Investment Research Advisors
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LSV Asset Management
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BlackRock
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Cypress Point Wealth Management's FSK Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of FS KKR Capital (FSK) in Q3 2021, closing a stake of 535 shares — an estimated $12K sold.

Cypress Point Wealth Management first reported a position in FSK in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 392 funds tracked by Wall St. Rank hold FSK as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining FS KKR Capital position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 535 FS KKR Capital shares in Q3 2021, an estimated $12K.
  • Cypress Point Wealth Management first reported a position in FS KKR Capital in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's FS KKR Capital position peaked at $12K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.