Midwest Wealth Management’s FS KKR Capital FSK Stock Holding History

Midwest 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 Q1	$2.07M	Buy	90,853 +4,717	+5%	+$105K	1.26%	32
2021 Q4	$1.8M	Buy	86,136 +10,293	+14%	+$222K	1.13%	39
2021 Q3	$1.67M	Buy	75,843 +4,605	+6%	+$102K	1.15%	34
2021 Q2	$1.53M	Buy	71,238 +28,092	+65%	+$602K	1.09%	42
2021 Q1	$856K	Sell	43,146 -4,608	-10%	-$85.8K	0.7%	68
2020 Q4	$791K	Buy	+47,754	New	+$794K	0.72%	63

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

Midwest Wealth Management's FSK Position: Q1 2022 in Review

Midwest Wealth Management increased its FS KKR Capital (FSK) stake by 5.5% in Q1 2022, buying an estimated $105K and bringing the position to 90,853 shares worth $2.07M. The position accounts for 1.26% of the portfolio, ranked #32.

Midwest Wealth Management first reported a position in FSK in Q4 2020 and has held it in 6 quarters since. 430 funds tracked by Wall St. Rank hold FSK as of Q1 2022.

Midwest Wealth Management held 90,853 shares of FS KKR Capital worth $2.07M as of Q1 2022.
Midwest Wealth Management bought 4,717 FS KKR Capital shares in Q1 2022, an estimated $105K.
FS KKR Capital made up 1.26% of Midwest Wealth Management's portfolio in Q1 2022, its #32 holding.
Midwest Wealth Management first reported a position in FS KKR Capital in Q4 2020 and has held it in 6 quarters since.
430 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.