PWP
FSK icon

Personal Wealth Partners’s FS KKR Capital FSK Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-3,862
Closed -$83K – 194
2021
Q2 		$83K Buy
+3,862
New +$82.7K 0.03% 130
2019
Q4 		– Sell
-1,893
Closed -$45.2K – 575
2019
Q3 		$44K Hold
1,893
– – 0.02% 150
2019
Q2 		$45K Buy
+1,893
New +$46.5K 0.02% 132

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Personal Wealth Partners's FSK Position: Q3 2021 in Review

Personal Wealth Partners sold out of FS KKR Capital (FSK) in Q3 2021, closing a stake of 3,862 shares — an estimated $83K sold.

Personal Wealth Partners first reported a position in FSK in Q2 2019 and held it in 3 quarters. The position peaked at $83K in Q2 2021. 392 funds tracked by Wall St. Rank hold FSK as of Q3 2021.

  • Personal Wealth Partners reported no remaining FS KKR Capital position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 3,862 FS KKR Capital shares in Q3 2021, an estimated $83K.
  • Personal Wealth Partners first reported a position in FS KKR Capital in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's FS KKR Capital position peaked at $83K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.