Gladstone Institutional Advisory’s FS KKR Capital FSK Stock Holding History

Gladstone Institutional Advisory’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
2022 Q3	–	Sell	-11,874	Closed	-$231K	–	648
2022 Q2	$231K	Buy	+11,874	New	+$252K	0.02%	571
2022 Q1	–	Sell	-11,552	Closed	-$242K	–	724
2021 Q4	$242K	Sell	11,552 -5,223	-31%	-$113K	0.02%	521
2021 Q3	$370K	Sell	16,775 -2,657	-14%	-$58.6K	0.04%	393
2021 Q2	$418K	Buy	+19,432	New	+$416K	0.05%	325

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gladstone Institutional Advisory's FSK Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of FS KKR Capital (FSK) in Q3 2022, closing a stake of 11,874 shares — an estimated $231K sold.

Gladstone Institutional Advisory first reported a position in FSK in Q2 2021 and held it in 4 quarters. The position peaked at $418K in Q2 2021. 414 funds tracked by Wall St. Rank hold FSK as of Q3 2022.

Gladstone Institutional Advisory reported no remaining FS KKR Capital position as of Q3 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 11,874 FS KKR Capital shares in Q3 2022, an estimated $231K.
Gladstone Institutional Advisory first reported a position in FS KKR Capital in Q2 2021 and held it in 4 quarters.
Gladstone Institutional Advisory's FS KKR Capital position peaked at $418K in Q2 2021.
414 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.