EWM
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Edge Wealth Management’s FS KKR Capital FSK Stock Holding History

Edge 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
2022
Q1 		– Sell
-692
Closed -$14K – 233
2021
Q4 		$14K Hold
692
– – ﹤0.01% 278
2021
Q3 		$15K Hold
692
– – ﹤0.01% 290
2021
Q2 		$15K Hold
692
– – ﹤0.01% 291
2021
Q1 		$14K Hold
692
– – ﹤0.01% 289
2020
Q4 		$11K Sell
692
-5,826
-89% -$96.8K ﹤0.01% 273
2020
Q3 		$103K Sell
6,518
-89,619
-93% -$1.4M 0.02% 145
2020
Q2 		$1.35M Buy
96,137
+96,117
+480,585% +$1.35M 0.26% 59
2020
Q1 		$1K Sell
20
-39,282
-100% -$841K ﹤0.01% 578
2019
Q4 		$966K Buy
39,302
+17,692
+82% +$423K 0.19% 70
2019
Q3 		$503K Buy
21,610
+26
+0.1% +$610 0.12% 92
2019
Q2 		$513K Sell
21,584
-1,006
-4% -$24.7K 0.11% 95
2019
Q1 		$548K Sell
22,590
-2,500
-10% -$62K 0.14% 90
2018
Q4 		$520K Buy
+25,090
New +$624K 0.15% 84

Other funds holding FSK

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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 $254M AUM 16.78% 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 $8.82B AUM 7.52% 1-Year Est. Return