IAA
FSKR

Independent Advisor Alliance’s FS KKR Capital Corp. II FSKR Stock Holding History

Independent Advisor Alliance’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-103,998
Closed -$2.03M – 656
2021
Q1 		$2.03M Sell
103,998
-2,955
-3% -$53.6K 0.12% 150
2020
Q4 		$1.75M Sell
106,953
-12,324
-10% -$197K 0.12% 146
2020
Q3 		$1.75M Sell
119,277
-15,711
-12% -$225K 0.13% 129
2020
Q2 		$1.74M Buy
+134,988
New +$1.78M 0.19% 106

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

Independent Advisor Alliance's FSKR Position: Q2 2021 in Review

Independent Advisor Alliance sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 103,998 shares — an estimated $2.03M sold.

Independent Advisor Alliance first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $2.03M in Q1 2021. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • Independent Advisor Alliance reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 103,998 FS KKR Capital Corp. II shares in Q2 2021, an estimated $2.03M.
  • Independent Advisor Alliance first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
  • Independent Advisor Alliance's FS KKR Capital Corp. II position peaked at $2.03M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on Independent Advisor Alliance's 13F filing for Q2 2021, filed 12 Aug 2021.