FWM
KIO

Foresight Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Foresight Wealth Management’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,776
Closed -$196K – 135
2021
Q2 		$196K Buy
+11,776
New +$190K 0.04% 119

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foresight Wealth Management's KIO Position: Q3 2021 in Review

Foresight Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q3 2021, closing a stake of 11,776 shares — an estimated $196K sold.

Foresight Wealth Management first reported a position in KIO in Q2 2021 and held it in 1 quarter. The position peaked at $196K in Q2 2021. 44 funds tracked by Wall St. Rank hold KIO as of Q3 2021.

  • Foresight Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 11,776 KKR Income Opportunities Fund shares in Q3 2021, an estimated $196K.
  • Foresight Wealth Management first reported a position in KKR Income Opportunities Fund in Q2 2021 and held it in 1 quarter.
  • Foresight Wealth Management's KKR Income Opportunities Fund position peaked at $196K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.