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

Mission 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
2024
Q1 		– Sell
-13,900
Closed -$278K – 688
2023
Q4 		$278K Hold
13,900
– – 0.01% 482
2023
Q3 		$274K Buy
+13,900
New +$278K 0.01% 457

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LPL Financial
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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
RRAM
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Osaic Holdings
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Mission Wealth Management's FSK Position: Q1 2024 in Review

Mission Wealth Management sold out of FS KKR Capital (FSK) in Q1 2024, closing a stake of 13,900 shares — an estimated $278K sold.

Mission Wealth Management first reported a position in FSK in Q3 2023 and held it in 2 quarters. The position peaked at $278K in Q4 2023. 483 funds tracked by Wall St. Rank hold FSK as of Q1 2024.

  • Mission Wealth Management reported no remaining FS KKR Capital position as of Q1 2024 after selling out during the quarter.
  • Mission Wealth Management sold 13,900 FS KKR Capital shares in Q1 2024, an estimated $278K.
  • Mission Wealth Management first reported a position in FS KKR Capital in Q3 2023 and held it in 2 quarters.
  • Mission Wealth Management's FS KKR Capital position peaked at $278K in Q4 2023.
  • 483 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2024.

Based on Mission Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.