Institutional & Family Asset Management’s FS KKR Capital FSK Stock Holding History

Institutional & Family Asset Management’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 Q2	$3.96K	Buy	201 +8	+4%	+$157	﹤0.01%	526
2024 Q1	$3.69K	Buy	193 +6	+3%	+$119	﹤0.01%	527
2023 Q4	$3.73K	Buy	187 +7	+4%	+$138	﹤0.01%	519
2023 Q3	$3.54K	Buy	180 +7	+4%	+$140	﹤0.01%	509
2023 Q2	$3.32K	Buy	173 +7	+4%	+$132	﹤0.01%	532
2023 Q1	$3.07K	Buy	166 +6	+4%	+$114	﹤0.01%	529
2022 Q4	$2.8K	Buy	160 +6	+4%	+$112	﹤0.01%	529
2022 Q3	$3K	Buy	154 +19	+14%	+$396	﹤0.01%	545
2022 Q2	$3K	Buy	+135	New	+$2.86K	﹤0.01%	550

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Institutional & Family Asset Management's FSK Position: Q2 2024 in Review

Institutional & Family Asset Management increased its FS KKR Capital (FSK) stake by 4.1% in Q2 2024, buying an estimated $157 and bringing the position to 201 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Institutional & Family Asset Management first reported a position in FSK in Q2 2022 and has held it in 9 quarters since. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

Institutional & Family Asset Management held 201 shares of FS KKR Capital worth $3.96K as of Q2 2024.
Institutional & Family Asset Management bought 8 FS KKR Capital shares in Q2 2024, an estimated $157.
FS KKR Capital made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #526 holding.
Institutional & Family Asset Management first reported a position in FS KKR Capital in Q2 2022 and has held it in 9 quarters since.
489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.