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DCM Advisors’s FS KKR Capital FSK Stock Holding History

DCM Advisors’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
2024
Q2 		– Sell
-11,381
Closed -$217K – 57
2024
Q1 		$217K Buy
11,381
+1,185
+12% +$23.4K 0.09% 74
2023
Q4 		$204K Sell
10,196
-56
-0.5% -$1.1K 0.07% 114
2023
Q3 		$202K Buy
+10,252
New +$205K 0.09% 76

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

DCM Advisors's FSK Position: Q2 2024 in Review

DCM Advisors sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 11,381 shares — an estimated $217K sold.

DCM Advisors first reported a position in FSK in Q3 2023 and held it in 3 quarters. The position peaked at $217K in Q1 2024. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • DCM Advisors reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • DCM Advisors sold 11,381 FS KKR Capital shares in Q2 2024, an estimated $217K.
  • DCM Advisors first reported a position in FS KKR Capital in Q3 2023 and held it in 3 quarters.
  • DCM Advisors's FS KKR Capital position peaked at $217K in Q1 2024.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.