Global Financial Private Client’s FS KKR Capital FSK Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-345	Closed	-$6.54K	–	697
2024 Q1	$6.54K	Hold	345	–	–	﹤0.01%	496
2023 Q4	$6.89K	Hold	345	–	–	﹤0.01%	493
2023 Q3	$6.75K	Hold	345	–	–	﹤0.01%	480
2023 Q2	$6.64K	Hold	345	–	–	﹤0.01%	475
2023 Q1	$6.37K	Hold	345	–	–	﹤0.01%	488
2022 Q4	$6.04K	Hold	345	–	–	﹤0.01%	473
2022 Q3	$5.97K	Hold	345	–	–	﹤0.01%	454
2022 Q2	$6.83K	Hold	345	–	–	﹤0.01%	432
2022 Q1	$7.97K	Hold	345	–	–	﹤0.01%	432
2021 Q4	$7.22K	Buy	+345	New	+$7.46K	﹤0.01%	424

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Global Financial Private Client's FSK Position: Q2 2024 in Review

Global Financial Private Client sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 345 shares — an estimated $6.54K sold.

Global Financial Private Client first reported a position in FSK in Q4 2021 and held it in 10 quarters. The position peaked at $7.97K in Q1 2022. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

Global Financial Private Client reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
Global Financial Private Client sold 345 FS KKR Capital shares in Q2 2024, an estimated $6.54K.
Global Financial Private Client first reported a position in FS KKR Capital in Q4 2021 and held it in 10 quarters.
Global Financial Private Client's FS KKR Capital position peaked at $7.97K in Q1 2022.
489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on Global Financial Private Client's 13F filing for Q2 2024, filed 29 Jul 2024.