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Focused Wealth Management’s KKR & Co KKR Stock Holding History

Focused Wealth 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
2021
Q4 		– Sell
-2,000
Closed -$8K – 1047
2021
Q3 		$8K Buy
+2,000
New +$126K ﹤0.01% 633

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Focused Wealth Management's KKR Position: Q1 2024 in Review

Focused Wealth Management sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 501 shares — an estimated $41.5K sold.

Focused Wealth Management first reported a position in KKR in Q1 2014 and held it in 40 quarters. The position peaked at $2.52M in Q4 2014. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Focused Wealth Management reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 501 KKR & Co shares in Q1 2024, an estimated $41.5K.
  • Focused Wealth Management first reported a position in KKR & Co in Q1 2014 and held it in 40 quarters.
  • Focused Wealth Management's KKR & Co position peaked at $2.52M in Q4 2014.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.