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Moneta Group Investment Advisors’s FS KKR Capital FSK Stock Holding History

Moneta Group Investment Advisors’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
2025
Q2 		– Sell
-10,327
Closed -$216K – 714
2025
Q1 		$216K Buy
+10,327
New +$231K ﹤0.01% 612
2020
Q1 		– Sell
-5,057
Closed -$124K – 257
2019
Q4 		$124K Sell
5,057
-1,161
-19% -$27.7K 0.01% 253
2019
Q3 		$145K Sell
6,218
-32
-0.5% -$750 0.01% 247
2019
Q2 		$149K Sell
6,250
-3,998
-39% -$98.3K 0.01% 220
2019
Q1 		$248K Buy
10,248
+16
+0.2% +$397 0.03% 190
2018
Q4 		$212K Buy
+10,232
New +$255K 0.03% 194

Other funds holding FSK

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 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
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return