HC Financial Advisors’s FS KKR Capital FSK Stock Holding History

HC Financial Advisors’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 Q1	–	Sell	-739	Closed	-$15K	–	319
2021 Q4	$15K	Sell	739 -739	-50%	-$16K	0.01%	223
2021 Q3	$33K	Hold	1,478	–	–	0.02%	157
2021 Q2	$32K	Buy	+1,478	New	+$31.7K	0.02%	160

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 $79.5B AUM 27.1% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

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

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

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

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

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

RRAM

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

HC Financial Advisors's FSK Position: Q1 2022 in Review

HC Financial Advisors sold out of FS KKR Capital (FSK) in Q1 2022, closing a stake of 739 shares — an estimated $15K sold.

HC Financial Advisors first reported a position in FSK in Q2 2021 and held it in 3 quarters. The position peaked at $33K in Q3 2021. 430 funds tracked by Wall St. Rank hold FSK as of Q1 2022.

HC Financial Advisors reported no remaining FS KKR Capital position as of Q1 2022 after selling out during the quarter.
HC Financial Advisors sold 739 FS KKR Capital shares in Q1 2022, an estimated $15K.
HC Financial Advisors first reported a position in FS KKR Capital in Q2 2021 and held it in 3 quarters.
HC Financial Advisors's FS KKR Capital position peaked at $33K in Q3 2021.
430 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.