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Paces Ferry Wealth Advisors’s KKR & Co KKR Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,878
Closed -$230K – 121
2021
Q2 		$230K Buy
+3,878
New +$215K 0.18% 115
2020
Q4 		– Sell
-3,952
Closed -$136K – 642
2020
Q3 		$136K Buy
+3,952
New +$138K 0.12% 130

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Paces Ferry Wealth Advisors's KKR Position: Q3 2021 in Review

Paces Ferry Wealth Advisors sold out of KKR & Co (KKR) in Q3 2021, closing a stake of 3,878 shares — an estimated $230K sold.

Paces Ferry Wealth Advisors first reported a position in KKR in Q3 2020 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 748 funds tracked by Wall St. Rank hold KKR as of Q3 2021.

  • Paces Ferry Wealth Advisors reported no remaining KKR & Co position as of Q3 2021 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 3,878 KKR & Co shares in Q3 2021, an estimated $230K.
  • Paces Ferry Wealth Advisors first reported a position in KKR & Co in Q3 2020 and held it in 2 quarters.
  • Paces Ferry Wealth Advisors's KKR & Co position peaked at $230K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held KKR & Co as of Q3 2021.

Based on Paces Ferry Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.