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PFG Private Wealth Management’s FS KKR Capital FSK Stock Holding History

PFG Private Wealth 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
Q3 		– Sell
-130
Closed -$2.56K – 246
2024
Q2 		$2.56K Buy
+130
New +$2.56K ﹤0.01% 194

Other funds holding FSK

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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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFG Private Wealth Management's FSK Position: Q3 2024 in Review

PFG Private Wealth Management sold out of FS KKR Capital (FSK) in Q3 2024, closing a stake of 130 shares — an estimated $2.56K sold.

PFG Private Wealth Management first reported a position in FSK in Q2 2024 and held it in 1 quarter. The position peaked at $2.56K in Q2 2024. 496 funds tracked by Wall St. Rank hold FSK as of Q3 2024.

  • PFG Private Wealth Management reported no remaining FS KKR Capital position as of Q3 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 130 FS KKR Capital shares in Q3 2024, an estimated $2.56K.
  • PFG Private Wealth Management first reported a position in FS KKR Capital in Q2 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's FS KKR Capital position peaked at $2.56K in Q2 2024.
  • 496 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.