IA
KKR.PRC

IFP Advisors’s KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock KKR.PRC Stock Holding History

IFP Advisors’s Portfolio KKR.PRC Stock Details KKR.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-65
Closed -$6K – 4583
2022
Q4 		$6K Sell
65
-28
-30% -$1.69K ﹤0.01% 3745
2022
Q3 		$8K Sell
93
-9
-9% -$570 ﹤0.01% 3822
2022
Q2 		$8K Hold
102
– – ﹤0.01% 3568
2022
Q1 		$8K Buy
+102
New +$8.12K ﹤0.01% 3567

Other funds holding KKR.PRC

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

IFP Advisors's KKR.PRC Position: Q1 2023 in Review

IFP Advisors sold out of KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock (KKR.PRC) in Q1 2023, closing a stake of 65 shares — an estimated $6K sold.

IFP Advisors first reported a position in KKR.PRC in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q3 2022. 58 funds tracked by Wall St. Rank hold KKR.PRC as of Q1 2023.

  • IFP Advisors reported no remaining KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 65 KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock shares in Q1 2023, an estimated $6K.
  • IFP Advisors first reported a position in KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position peaked at $8K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.