Fulcrum Equity Management’s FS KKR Capital Corp. II FSKR Stock Holding History

Fulcrum Equity Management’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	-21,077	Closed	-$412K	–	245
2021 Q1	$412K	Buy	21,077 +668	+3%	+$12.1K	0.16%	116
2020 Q4	$335K	Sell	20,409 -1,661	-8%	-$26.5K	0.13%	121
2020 Q3	$325K	Sell	22,070 -14,962	-40%	-$214K	0.15%	99
2020 Q2	$477K	Buy	+37,032	New	+$489K	0.23%	82

Other funds holding FSKR

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

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

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

NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

Fulcrum Equity Management's FSKR Position: Q2 2021 in Review

Fulcrum Equity Management sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 21,077 shares — an estimated $412K sold.

Fulcrum Equity Management first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $477K in Q2 2020. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

Fulcrum Equity Management reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
Fulcrum Equity Management sold 21,077 FS KKR Capital Corp. II shares in Q2 2021, an estimated $412K.
Fulcrum Equity Management first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
Fulcrum Equity Management's FS KKR Capital Corp. II position peaked at $477K in Q2 2020.
6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.