Lake Point Wealth Management’s FS KKR Capital FSK Stock Holding History

Lake Point Wealth 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
2022 Q2	$84K	Hold	4,301	–	–	0.05%	46
2022 Q1	$98K	Hold	4,301	–	–	0.05%	39
2021 Q4	$90K	Hold	4,301	–	–	0.04%	46
2021 Q3	$95K	Hold	4,301	–	–	0.04%	40
2021 Q2	$93K	Buy	+4,301	New	+$92.1K	0.04%	43
2019 Q1	–	Sell	-837	Closed	-$17K	–	738
2018 Q4	$17K	Buy	+837	New	+$20.8K	0.01%	371

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

Lake Point Wealth Management's FSK Position: Q2 2022 in Review

Lake Point Wealth Management held its FS KKR Capital (FSK) position steady in Q2 2022 at 4,301 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #46.

Lake Point Wealth Management first reported a position in FSK in Q4 2018 and has held it in 6 quarters since. The position peaked at $98K in Q1 2022. 413 funds tracked by Wall St. Rank hold FSK as of Q2 2022.

Lake Point Wealth Management held 4,301 shares of FS KKR Capital worth $84K as of Q2 2022.
Lake Point Wealth Management left its FS KKR Capital share count unchanged in Q2 2022.
FS KKR Capital made up 0.05% of Lake Point Wealth Management's portfolio in Q2 2022, its #46 holding.
Lake Point Wealth Management first reported a position in FS KKR Capital in Q4 2018 and has held it in 6 quarters since.
Lake Point Wealth Management's FS KKR Capital position peaked at $98K in Q1 2022.
413 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.