EWA
KKR.PRC

EverSource Wealth Advisors’s KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock KKR.PRC Stock Holding History

EverSource Wealth Advisors’s Portfolio KKR.PRC Stock Details KKR.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-89
Closed -$5.88K – 2694
2023
Q2 		$5.88K Buy
89
+81
+1,013% +$5.09K ﹤0.01% 1666
2023
Q1 		$508 Hold
8
– – ﹤0.01% 2222
2022
Q4 		$458 Hold
8
– – ﹤0.01% 2221
2022
Q3 		$0 Buy
+8
New +$507 ﹤0.01% 2182

EverSource Wealth Advisors's KKR.PRC Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock (KKR.PRC) in Q3 2023, closing a stake of 89 shares — an estimated $5.88K sold.

EverSource Wealth Advisors first reported a position in KKR.PRC in Q3 2022 and held it in 4 quarters. The position peaked at $5.88K in Q2 2023. 0 funds tracked by Wall St. Rank hold KKR.PRC as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 89 KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock shares in Q3 2023, an estimated $5.88K.
  • EverSource Wealth Advisors first reported a position in KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position peaked at $5.88K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.