Personal Capital Advisors
FSK icon

Personal Capital Advisors’s FS KKR Capital FSK Stock Holding History

Personal Capital 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
2022
Q4 		– Sell
-10,149
Closed -$172K – 494
2022
Q3 		$172K Sell
10,149
-66
-0.6% -$1.38K ﹤0.01% 440
2022
Q2 		$198K Sell
10,215
-753
-7% -$16K ﹤0.01% 430
2022
Q1 		$250K Sell
10,968
-384
-3% -$8.51K ﹤0.01% 426
2021
Q4 		$238K Hold
11,352
– – ﹤0.01% 492
2021
Q3 		$250K Hold
11,352
– – ﹤0.01% 441
2021
Q2 		$244K Buy
+11,352
New +$243K ﹤0.01% 442
2019
Q2 		– Sell
-5,595
Closed -$135K – 331
2019
Q1 		$135K Buy
+5,595
New +$139K ﹤0.01% 321

Other funds holding FSK

Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Personal Capital Advisors's FSK Position: Q4 2022 in Review

Personal Capital Advisors sold out of FS KKR Capital (FSK) in Q4 2022, closing a stake of 10,149 shares — an estimated $172K sold.

Personal Capital Advisors first reported a position in FSK in Q1 2019 and held it in 7 quarters. The position peaked at $250K in Q1 2022. 441 funds tracked by Wall St. Rank hold FSK as of Q4 2022.

  • Personal Capital Advisors reported no remaining FS KKR Capital position as of Q4 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 10,149 FS KKR Capital shares in Q4 2022, an estimated $172K.
  • Personal Capital Advisors first reported a position in FS KKR Capital in Q1 2019 and held it in 7 quarters.
  • Personal Capital Advisors's FS KKR Capital position peaked at $250K in Q1 2022.
  • 441 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.