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Monument Capital Management’s FS KKR Capital FSK Stock Holding History

Monument Capital 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
-19,128
Closed -$382K – 189
2023
Q4 		$382K Sell
19,128
-1,023
-5% -$20.1K 0.12% 132
2023
Q3 		$397K Buy
+20,151
New +$403K 0.13% 121

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Monument Capital Management's FSK Position: Q1 2024 in Review

Monument Capital Management sold out of FS KKR Capital (FSK) in Q1 2024, closing a stake of 19,128 shares — an estimated $382K sold.

Monument Capital Management first reported a position in FSK in Q3 2023 and held it in 2 quarters. The position peaked at $397K in Q3 2023. 483 funds tracked by Wall St. Rank hold FSK as of Q1 2024.

  • Monument Capital Management reported no remaining FS KKR Capital position as of Q1 2024 after selling out during the quarter.
  • Monument Capital Management sold 19,128 FS KKR Capital shares in Q1 2024, an estimated $382K.
  • Monument Capital Management first reported a position in FS KKR Capital in Q3 2023 and held it in 2 quarters.
  • Monument Capital Management's FS KKR Capital position peaked at $397K in Q3 2023.
  • 483 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2024.

Based on Monument Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.