Lenox Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-741	Closed	-$16K	–	848
2021 Q4	$16K	Buy	+741	New	+$16K	﹤0.01%	434
2020 Q4	–	Sell	-2,027	Closed	-$32K	–	636
2020 Q3	$32K	Buy	+2,027	New	+$31.6K	﹤0.01%	214

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

BPCM

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

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

VanEck Associates New York $133B AUM 72.99% 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

RRAM

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

Lenox Wealth Advisors's FSK Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of FS KKR Capital (FSK) in Q1 2022, closing a stake of 741 shares — an estimated $16K sold.

Lenox Wealth Advisors first reported a position in FSK in Q3 2020 and held it in 2 quarters. The position peaked at $32K in Q3 2020. 430 funds tracked by Wall St. Rank hold FSK as of Q1 2022.

Lenox Wealth Advisors reported no remaining FS KKR Capital position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 741 FS KKR Capital shares in Q1 2022, an estimated $16K.
Lenox Wealth Advisors first reported a position in FS KKR Capital in Q3 2020 and held it in 2 quarters.
Lenox Wealth Advisors's FS KKR Capital position peaked at $32K in Q3 2020.
430 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.