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Financial Advocates Investment Management’s KKR & Co KKR Stock Holding History

Financial Advocates Investment Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,999
Closed -$447K – 775
2021
Q4 		$447K Buy
5,999
+75
+1% +$5.53K 0.03% 510
2021
Q3 		$360K Buy
5,924
+365
+7% +$22.9K 0.02% 562
2021
Q2 		$353K Sell
5,559
-12
-0.2% -$666 0.02% 563
2021
Q1 		$275K Sell
5,571
-329
-6% -$14.7K 0.02% 631
2020
Q4 		$239K Sell
5,900
-253
-4% -$9.56K 0.02% 626
2020
Q3 		$212K Buy
+6,153
New +$215K 0.02% 569

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Financial Advocates Investment Management's KKR Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 5,999 shares — an estimated $447K sold.

Financial Advocates Investment Management first reported a position in KKR in Q3 2020 and held it in 6 quarters. The position peaked at $447K in Q4 2021. 790 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,999 KKR & Co shares in Q1 2022, an estimated $447K.
  • Financial Advocates Investment Management first reported a position in KKR & Co in Q3 2020 and held it in 6 quarters.
  • Financial Advocates Investment Management's KKR & Co position peaked at $447K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.