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Dixon Hughes Goodman Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$10K Sell
428
-702
-62% -$15.6K ﹤0.01% 518
2021
Q4 		$24K Buy
+1,130
New +$24.4K 0.01% 346

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's FSK Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its FS KKR Capital (FSK) stake by 62% in Q1 2022, selling an estimated $15.6K and leaving 428 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Dixon Hughes Goodman Wealth Advisors first reported a position in FSK in Q4 2021 and has held it in 2 quarters since. The position peaked at $24K in Q4 2021. 430 funds tracked by Wall St. Rank hold FSK as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 428 shares of FS KKR Capital worth $10K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 702 FS KKR Capital shares in Q1 2022, an estimated $15.6K.
  • FS KKR Capital made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #518 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in FS KKR Capital in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's FS KKR Capital position peaked at $24K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.