HWA
KKR icon

Heritage Wealth Advisors’s KKR & Co KKR Stock Holding History

Heritage Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-65
Closed -$3.41K – 579
2023
Q1 		$3.41K Buy
+65
New +$3.49K ﹤0.01% 491

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Heritage Wealth Advisors's KKR Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of KKR & Co (KKR) in Q2 2023, closing a stake of 65 shares — an estimated $3.41K sold.

Heritage Wealth Advisors first reported a position in KKR in Q1 2023 and held it in 1 quarter. The position peaked at $3.41K in Q1 2023. 760 funds tracked by Wall St. Rank hold KKR as of Q2 2023.

  • Heritage Wealth Advisors reported no remaining KKR & Co position as of Q2 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 65 KKR & Co shares in Q2 2023, an estimated $3.41K.
  • Heritage Wealth Advisors first reported a position in KKR & Co in Q1 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's KKR & Co position peaked at $3.41K in Q1 2023.
  • 760 funds tracked by Wall St. Rank held KKR & Co as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.