FIA
FSKR

Foundations Investment Advisors’s FS KKR Capital Corp. II FSKR Stock Holding History

Foundations Investment Advisors’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,576
Closed -$303K – 309
2021
Q1 		$303K Buy
14,576
+99
+0.7% +$1.8K 0.02% 179
2020
Q4 		$249K Sell
14,477
-16,370
-53% -$262K 0.02% 159
2020
Q3 		$482K Sell
30,847
-93
-0.3% -$1.33K 0.11% 111
2020
Q2 		$406K Buy
+30,940
New +$409K 0.04% 113

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

Foundations Investment Advisors's FSKR Position: Q2 2021 in Review

Foundations Investment Advisors sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 14,576 shares — an estimated $303K sold.

Foundations Investment Advisors first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $482K in Q3 2020. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • Foundations Investment Advisors reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • Foundations Investment Advisors sold 14,576 FS KKR Capital Corp. II shares in Q2 2021, an estimated $303K.
  • Foundations Investment Advisors first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
  • Foundations Investment Advisors's FS KKR Capital Corp. II position peaked at $482K in Q3 2020.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on Foundations Investment Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.