GI
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Gradient Investments’s FS KKR Capital FSK Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,265
Closed -$25K – 681
2024
Q2 		$25K Hold
1,265
– – ﹤0.01% 600
2024
Q1 		$24.1K Sell
1,265
-792
-39% -$15.7K ﹤0.01% 514
2023
Q4 		$41.1K Hold
2,057
– – ﹤0.01% 583
2023
Q3 		$40.5K Sell
2,057
-345
-14% -$6.9K ﹤0.01% 546
2023
Q2 		$46.1K Buy
2,402
+345
+17% +$6.53K ﹤0.01% 522
2023
Q1 		$38.1K Sell
2,057
-5,718
-74% -$108K ﹤0.01% 541
2022
Q4 		$136K Buy
7,775
+5,718
+278% +$106K ﹤0.01% 343
2022
Q3 		$35K Hold
2,057
– – ﹤0.01% 544
2022
Q2 		$40K Sell
2,057
-688
-25% -$14.6K ﹤0.01% 510
2022
Q1 		$63K Hold
2,745
– – ﹤0.01% 437
2021
Q4 		$57K Sell
2,745
-3,103
-53% -$67.1K ﹤0.01% 456
2021
Q3 		$129K Sell
5,848
-498
-8% -$11K ﹤0.01% 332
2021
Q2 		$137K Buy
+6,346
New +$136K ﹤0.01% 327
2020
Q2 		– Sell
-813
Closed -$10K – 1091
2020
Q1 		$10K Hold
813
– – ﹤0.01% 644
2019
Q4 		$20K Hold
813
– – ﹤0.01% 566
2019
Q3 		$19K Sell
813
-508
-38% -$11.9K ﹤0.01% 532
2019
Q2 		$31K Buy
1,321
+813
+160% +$20K ﹤0.01% 446
2019
Q1 		$12K Sell
508
-813
-62% -$20.2K ﹤0.01% 523
2018
Q4 		$27K Buy
+1,321
New +$32.9K ﹤0.01% 418
2018
Q2 		– Sell
-1,405
Closed -$41K – 1042
2018
Q1 		$41K Buy
1,405
+1,107
+371% +$32.9K ﹤0.01% 372
2017
Q4 		$9K Buy
+298
New +$9.58K ﹤0.01% 610
2015
Q2 		– Sell
-810
Closed -$33K – 654
2015
Q1 		$33K Hold
810
– – ﹤0.01% 280
2014
Q4 		$32K Hold
810
– – 0.01% 268
2014
Q3 		$35K Hold
810
– – 0.01% 237
2014
Q2 		$35K Buy
+810
New +$33.4K 0.01% 242

Other funds holding FSK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gradient Investments's FSK Position: Q3 2024 in Review

Gradient Investments sold out of FS KKR Capital (FSK) in Q3 2024, closing a stake of 1,265 shares — an estimated $25K sold.

Gradient Investments first reported a position in FSK in Q2 2014 and held it in 25 quarters. The position peaked at $137K in Q2 2021. 496 funds tracked by Wall St. Rank hold FSK as of Q3 2024.

  • Gradient Investments reported no remaining FS KKR Capital position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,265 FS KKR Capital shares in Q3 2024, an estimated $25K.
  • Gradient Investments first reported a position in FS KKR Capital in Q2 2014 and held it in 25 quarters.
  • Gradient Investments's FS KKR Capital position peaked at $137K in Q2 2021.
  • 496 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.