LFA
FSKR

Lighthouse Financial Advisors’s FS KKR Capital Corp. II FSKR Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$313K Buy
16,040
+320
+2% +$5.8K 0.09% 91
2020
Q4 		$257K Sell
15,720
-826
-5% -$13.2K 0.09% 96
2020
Q3 		$243K Sell
16,546
-1,679
-9% -$24K 0.09% 93
2020
Q2 		$234K Buy
+18,225
New +$241K 0.1% 90

Other funds holding FSKR

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lighthouse Financial Advisors's FSKR Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its FS KKR Capital Corp. II (FSKR) stake by 2% in Q1 2021, buying an estimated $5.8K and bringing the position to 16,040 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #91.

Lighthouse Financial Advisors first reported a position in FSKR in Q2 2020 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold FSKR as of Q1 2021.

  • Lighthouse Financial Advisors held 16,040 shares of FS KKR Capital Corp. II worth $313K as of Q1 2021.
  • Lighthouse Financial Advisors bought 320 FS KKR Capital Corp. II shares in Q1 2021, an estimated $5.8K.
  • FS KKR Capital Corp. II made up 0.09% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #91 holding.
  • Lighthouse Financial Advisors first reported a position in FS KKR Capital Corp. II in Q2 2020 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.