PAG
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Paladin Advisory Group’s FS KKR Capital FSK Stock Holding History

Paladin Advisory Group’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
Q2 		– Sell
-478
Closed -$9.06K – 227
2024
Q1 		$9.06K Hold
478
– – 0.01% 193
2023
Q4 		$9.55K Hold
478
– – 0.01% 195
2023
Q3 		$9.41K Hold
478
– – 0.01% 215
2023
Q2 		$9.17K Hold
478
– – 0.01% 220
2023
Q1 		$8.84K Buy
+478
New +$9.06K 0.01% 220
2022
Q2 		– Sell
-478
Closed -$10.1K – 358
2022
Q1 		$11K Buy
+478
New +$10.6K 0.01% 226

Other funds holding FSK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Paladin Advisory Group's FSK Position: Q2 2024 in Review

Paladin Advisory Group sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 478 shares — an estimated $9.06K sold.

Paladin Advisory Group first reported a position in FSK in Q1 2022 and held it in 6 quarters. The position peaked at $11K in Q1 2022. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • Paladin Advisory Group reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • Paladin Advisory Group sold 478 FS KKR Capital shares in Q2 2024, an estimated $9.06K.
  • Paladin Advisory Group first reported a position in FS KKR Capital in Q1 2022 and held it in 6 quarters.
  • Paladin Advisory Group's FS KKR Capital position peaked at $11K in Q1 2022.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on Paladin Advisory Group's 13F filing for Q2 2024, filed 24 Jul 2024.