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EPG Wealth Management’s FS KKR Capital FSK Stock Holding History

EPG 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
2024
Q4 		– Sell
-10,738
Closed -$212K – 431
2024
Q3 		$212K Buy
+10,738
New +$213K 0.05% 236
2024
Q2 		– Sell
-10,088
Closed -$198K – 249
2024
Q1 		$192K Buy
10,088
+22
+0.2% +$435 0.05% 253
2023
Q4 		$200K Buy
+10,066
New +$198K 0.05% 242

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 $71.6B AUM 21.08% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

EPG Wealth Management's FSK Position: Q4 2024 in Review

EPG Wealth Management sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 10,738 shares — an estimated $212K sold.

EPG Wealth Management first reported a position in FSK in Q4 2023 and held it in 3 quarters. The position peaked at $212K in Q3 2024. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • EPG Wealth Management reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
  • EPG Wealth Management sold 10,738 FS KKR Capital shares in Q4 2024, an estimated $212K.
  • EPG Wealth Management first reported a position in FS KKR Capital in Q4 2023 and held it in 3 quarters.
  • EPG Wealth Management's FS KKR Capital position peaked at $212K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.