Ford Financial Group’s FS KKR Capital FSK Stock Holding History

Ford Financial Group’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	-288	Closed	-$6	–	245
2021 Q4	$6	Buy	+288	New	+$6.22K	﹤0.01%	371
2021 Q3	–	Sell	-280	Closed	-$6K	–	255
2021 Q2	$6K	Buy	+280	New	+$6K	﹤0.01%	387

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Ford Financial Group's FSK Position: Q1 2022 in Review

Ford Financial Group sold out of FS KKR Capital (FSK) in Q1 2022, closing a stake of 288 shares — an estimated $6 sold.

Ford Financial Group first reported a position in FSK in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 430 funds tracked by Wall St. Rank hold FSK as of Q1 2022.

Ford Financial Group reported no remaining FS KKR Capital position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 288 FS KKR Capital shares in Q1 2022, an estimated $6.
Ford Financial Group first reported a position in FS KKR Capital in Q2 2021 and held it in 2 quarters.
Ford Financial Group's FS KKR Capital position peaked at $6K in Q2 2021.
430 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.