HWA
FSK icon

Heritage Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Heritage Wealth 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
2024
Q4 		– Sell
-6,720
Closed -$133K – 628
2024
Q3 		$133K Hold
6,720
– – 0.01% 245
2024
Q2 		$133K Hold
6,720
– – 0.01% 233
2024
Q1 		$128K Sell
6,720
-3,393
-34% -$67.1K 0.01% 242
2023
Q4 		$202K Sell
10,113
-4,183
-29% -$82.2K 0.01% 211
2023
Q3 		$281K Sell
14,296
-3,139
-18% -$62.8K 0.02% 169
2023
Q2 		$334K Buy
17,435
+19
+0.1% +$359 0.02% 164
2023
Q1 		$322K Buy
17,416
+336
+2% +$6.37K 0.02% 165
2022
Q4 		$299K Sell
17,080
-39
-0.2% -$725 0.02% 171
2022
Q3 		$290K Buy
17,119
+302
+2% +$6.3K 0.02% 164
2022
Q2 		$327K Sell
16,817
-536
-3% -$11.4K 0.02% 153
2022
Q1 		$396K Sell
17,353
-608
-3% -$13.5K 0.02% 140
2021
Q4 		$376K Buy
17,961
+2,565
+17% +$55.4K 0.02% 152
2021
Q3 		$339K Buy
15,396
+507
+3% +$11.2K 0.02% 158
2021
Q2 		$320K Buy
14,889
+921
+7% +$19.7K 0.02% 167
2021
Q1 		$277K Buy
13,968
+2,464
+21% +$45.9K 0.02% 179
2020
Q4 		$191K Buy
11,504
+2,160
+23% +$35.9K 0.01% 200
2020
Q3 		$148K Sell
9,344
-4,196
-31% -$65.5K 0.02% 168
2020
Q2 		$190K Buy
13,540
+1,514
+13% +$21.3K 0.03% 145
2020
Q1 		$144K Sell
12,026
-2,145
-15% -$45.9K 0.03% 157
2019
Q4 		$347K Buy
14,171
+3,017
+27% +$72.1K 0.05% 130
2019
Q3 		$260K Buy
11,154
+7,021
+170% +$165K 0.04% 132
2019
Q2 		$98.5K Buy
4,133
+487
+13% +$12K 0.02% 190
2019
Q1 		$88.2K Buy
+3,646
New +$90.4K 0.01% 185

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Heritage Wealth Advisors's FSK Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 6,720 shares — an estimated $133K sold.

Heritage Wealth Advisors first reported a position in FSK in Q1 2019 and held it in 23 quarters. The position peaked at $396K in Q1 2022. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • Heritage Wealth Advisors reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 6,720 FS KKR Capital shares in Q4 2024, an estimated $133K.
  • Heritage Wealth Advisors first reported a position in FS KKR Capital in Q1 2019 and held it in 23 quarters.
  • Heritage Wealth Advisors's FS KKR Capital position peaked at $396K in Q1 2022.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.