Money Concepts Capital’s FS KKR Capital FSK Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-36,213	Closed	-$634K	–	1382
2022 Q4	$634K	Buy	36,213 +32,213	+805%	+$599K	0.03%	379
2022 Q3	$68K	Buy	+4,000	New	+$83.4K	﹤0.01%	652
2022 Q2	–	Sell	-9,307	Closed	-$212K	–	1870
2022 Q1	$212K	Buy	+9,307	New	+$206K	0.01%	715

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Money Concepts Capital's FSK Position: Q1 2023 in Review

Money Concepts Capital sold out of FS KKR Capital (FSK) in Q1 2023, closing a stake of 36,213 shares — an estimated $634K sold.

Money Concepts Capital first reported a position in FSK in Q1 2022 and held it in 3 quarters. The position peaked at $634K in Q4 2022. 424 funds tracked by Wall St. Rank hold FSK as of Q1 2023.

Money Concepts Capital reported no remaining FS KKR Capital position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 36,213 FS KKR Capital shares in Q1 2023, an estimated $634K.
Money Concepts Capital first reported a position in FS KKR Capital in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's FS KKR Capital position peaked at $634K in Q4 2022.
424 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.