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FRG Family Wealth Advisors’s KKR & Co KKR Stock Holding History

FRG Family Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-663
Closed -$61.7K – 257
2024
Q1 		$61.7K Buy
+663
New +$61K 0.01% 197

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

FRG Family Wealth Advisors's KKR Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 663 shares — an estimated $61.7K sold.

FRG Family Wealth Advisors first reported a position in KKR in Q1 2024 and held it in 1 quarter. The position peaked at $61.7K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 663 KKR & Co shares in Q2 2024, an estimated $61.7K.
  • FRG Family Wealth Advisors first reported a position in KKR & Co in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's KKR & Co position peaked at $61.7K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.