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MBM Wealth Consultants’s FS KKR Capital FSK Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-11,635
Closed -$207K – 169
2023
Q1 		$207K Hold
11,635
– – 0.08% 96
2022
Q4 		$213K Buy
11,635
+5,561
+92% +$103K 0.1% 84
2022
Q3 		$109K Sell
6,074
-3,162
-34% -$66K 0.05% 105
2022
Q2 		$186K Sell
9,236
-3,034
-25% -$64.3K 0.09% 85
2022
Q1 		$280K Sell
12,270
-29,620
-71% -$657K 0.12% 87
2021
Q4 		$877K Sell
41,890
-36,480
-47% -$788K 0.36% 34
2021
Q3 		$1.73M Sell
78,370
-7,129
-8% -$157K 0.79% 26
2021
Q2 		$1.84M Buy
85,499
+18,690
+28% +$400K 0.86% 24
2021
Q1 		$1.32M Sell
66,809
-9,773
-13% -$182K 0.67% 29
2020
Q4 		$1.27M Sell
76,582
-3,068
-4% -$51K 0.69% 25
2020
Q3 		$1.26M Sell
79,650
-1,282
-2% -$20K 0.81% 24
2020
Q2 		$1.13M Sell
80,932
-1,612
-2% -$22.7K 0.8% 23
2020
Q1 		$991K Buy
82,544
+1,214
+1% +$26K 0.82% 25
2019
Q4 		$1.99M Sell
81,330
-4,538
-5% -$108K 1.48% 18
2019
Q3 		$2M Buy
85,868
+558
+0.7% +$13.1K 1.57% 17
2019
Q2 		$2.03M Sell
85,310
-2,141
-2% -$52.6K 1.69% 17
2019
Q1 		$2.12M Sell
87,451
-1,558
-2% -$38.6K 1.86% 14
2018
Q4 		$1.84M Buy
+89,009
New +$2.22M 1.8% 14

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $44.6B AUM 28.94% 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

MBM Wealth Consultants's FSK Position: Q2 2023 in Review

MBM Wealth Consultants sold out of FS KKR Capital (FSK) in Q2 2023, closing a stake of 11,635 shares — an estimated $207K sold.

MBM Wealth Consultants first reported a position in FSK in Q4 2018 and held it in 18 quarters. The position peaked at $2.12M in Q1 2019. 435 funds tracked by Wall St. Rank hold FSK as of Q2 2023.

  • MBM Wealth Consultants reported no remaining FS KKR Capital position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 11,635 FS KKR Capital shares in Q2 2023, an estimated $207K.
  • MBM Wealth Consultants first reported a position in FS KKR Capital in Q4 2018 and held it in 18 quarters.
  • MBM Wealth Consultants's FS KKR Capital position peaked at $2.12M in Q1 2019.
  • 435 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.