FWM
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Foresight Wealth Management’s FS KKR Capital FSK Stock Holding History

Foresight 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
2022
Q4 		$281K Sell
16,055
-619,816
-97% -$11.5M 4.03% 9
2022
Q3 		$10.8M Buy
635,871
+83,787
+15% +$1.75M 2.47% 8
2022
Q2 		$10.7M Buy
552,084
+85,711
+18% +$1.82M 2.22% 8
2022
Q1 		$10.6M Buy
466,373
+26,968
+6% +$598K 1.97% 9
2021
Q4 		$9.2M Buy
439,405
+204
+0% +$4.41K 0.12% 10
2021
Q3 		$9.68M Sell
439,201
-34,832
-7% -$769K 1.94% 9
2021
Q2 		$10.2M Buy
474,033
+97,459
+26% +$2.09M 2.26% 9
2021
Q1 		$7.47M Sell
376,574
-1,385
-0.4% -$25.8K 1.89% 10
2020
Q4 		$6.26M Buy
377,959
+14,003
+4% +$233K 1.66% 12
2020
Q3 		$5.77M Buy
363,956
+63,339
+21% +$988K 1.93% 10
2020
Q2 		$4.21M Buy
300,617
+52,568
+21% +$740K 1.92% 10
2020
Q1 		$2.98M Buy
248,049
+85,823
+53% +$1.84M 2.05% 12
2019
Q4 		$3.98M Buy
162,226
+1,587
+1% +$37.9K 2.45% 14
2019
Q3 		$3.75M Buy
160,639
+12,513
+8% +$293K 2.7% 11
2019
Q2 		$3.53M Buy
148,126
+8,414
+6% +$207K 2.67% 11
2019
Q1 		$3.38M Buy
139,712
+25,757
+23% +$639K 2.94% 8
2018
Q4 		$2.36M Buy
+113,955
New +$2.84M 2.51% 11

Other funds holding FSK

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foresight Wealth Management's FSK Position: Q4 2022 in Review

Foresight Wealth Management reduced its FS KKR Capital (FSK) stake by 97% in Q4 2022, selling an estimated $11.5M and leaving 16,055 shares worth $281K. The position accounts for 4.03% of the portfolio, ranked #9.

Foresight Wealth Management first reported a position in FSK in Q4 2018 and has held it in 17 quarters since. The position peaked at $10.8M in Q3 2022. 442 funds tracked by Wall St. Rank hold FSK as of Q4 2022.

  • Foresight Wealth Management held 16,055 shares of FS KKR Capital worth $281K as of Q4 2022.
  • Foresight Wealth Management sold 619,816 FS KKR Capital shares in Q4 2022, an estimated $11.5M.
  • FS KKR Capital made up 4.03% of Foresight Wealth Management's portfolio in Q4 2022, its #9 holding.
  • Foresight Wealth Management first reported a position in FS KKR Capital in Q4 2018 and has held it in 17 quarters since.
  • Foresight Wealth Management's FS KKR Capital position peaked at $10.8M in Q3 2022.
  • 442 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.