IWP
FSK icon

Icon Wealth Partners’s FS KKR Capital FSK Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$2.46M Buy
125,176
+6,440
+5% +$129K 0.28% 70
2023
Q2 		$2.28M Buy
118,736
+9,236
+8% +$175K 0.24% 84
2023
Q1 		$2.03M Buy
+109,500
New +$2.08M 0.22% 96

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Icon Wealth Partners's FSK Position: Q3 2023 in Review

Icon Wealth Partners increased its FS KKR Capital (FSK) stake by 5.4% in Q3 2023, buying an estimated $129K and bringing the position to 125,176 shares worth $2.46M. The position accounts for 0.28% of the portfolio, ranked #70.

Icon Wealth Partners first reported a position in FSK in Q1 2023 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold FSK as of Q3 2023.

  • Icon Wealth Partners held 125,176 shares of FS KKR Capital worth $2.46M as of Q3 2023.
  • Icon Wealth Partners bought 6,440 FS KKR Capital shares in Q3 2023, an estimated $129K.
  • FS KKR Capital made up 0.28% of Icon Wealth Partners's portfolio in Q3 2023, its #70 holding.
  • Icon Wealth Partners first reported a position in FS KKR Capital in Q1 2023 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.