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LWM Advisory Services’s FS KKR Capital FSK Stock Holding History

LWM Advisory Services’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
2023
Q4 		– Sell
-507
Closed -$9.98K – 107
2023
Q3 		$9.98K Buy
+507
New +$10.1K 0.01% 129

Other funds holding FSK

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Osaic Holdings
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

LWM Advisory Services's FSK Position: Q4 2023 in Review

LWM Advisory Services sold out of FS KKR Capital (FSK) in Q4 2023, closing a stake of 507 shares — an estimated $9.98K sold.

LWM Advisory Services first reported a position in FSK in Q3 2023 and held it in 1 quarter. The position peaked at $9.98K in Q3 2023. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2023.

  • LWM Advisory Services reported no remaining FS KKR Capital position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 507 FS KKR Capital shares in Q4 2023, an estimated $9.98K.
  • LWM Advisory Services first reported a position in FS KKR Capital in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's FS KKR Capital position peaked at $9.98K in Q3 2023.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.