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Fortis Capital Advisors’s FS KKR Capital FSK Stock Holding History

Fortis Capital Advisors’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
2024
Q3 		– Sell
-10,000
Closed -$197K – 183
2024
Q2 		$197K Hold
10,000
– – 0.07% 156
2024
Q1 		$191K Hold
10,000
– – 0.08% 156
2023
Q4 		$200K Buy
+10,000
New +$196K 0.11% 110

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortis Capital Advisors's FSK Position: Q3 2024 in Review

Fortis Capital Advisors sold out of FS KKR Capital (FSK) in Q3 2024, closing a stake of 10,000 shares — an estimated $197K sold.

Fortis Capital Advisors first reported a position in FSK in Q4 2023 and held it in 3 quarters. The position peaked at $200K in Q4 2023. 496 funds tracked by Wall St. Rank hold FSK as of Q3 2024.

  • Fortis Capital Advisors reported no remaining FS KKR Capital position as of Q3 2024 after selling out during the quarter.
  • Fortis Capital Advisors sold 10,000 FS KKR Capital shares in Q3 2024, an estimated $197K.
  • Fortis Capital Advisors first reported a position in FS KKR Capital in Q4 2023 and held it in 3 quarters.
  • Fortis Capital Advisors's FS KKR Capital position peaked at $200K in Q4 2023.
  • 496 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2024.

Based on Fortis Capital Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.