Plante Moran Financial Advisors’s FS KKR Capital FSK Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-1,175	Closed	-$27K	–	1000
2022 Q1	$27K	Hold	1,175	–	–	0.01%	430
2021 Q4	$25K	Hold	1,175	–	–	﹤0.01%	503
2021 Q3	$26K	Hold	1,175	–	–	0.01%	501
2021 Q2	$25K	Sell	1,175 -3,390	-74%	-$72.6K	0.01%	518
2021 Q1	$91K	Hold	4,565	–	–	0.02%	258
2020 Q4	$76K	Hold	4,565	–	–	0.02%	285
2020 Q3	$72K	Hold	4,565	–	–	0.03%	264
2020 Q2	$64K	Buy	+4,565	New	+$64.3K	0.03%	264
2019 Q1	–	Sell	-121	Closed	-$2K	–	837
2018 Q4	$2K	Buy	+121	New	+$3.01K	﹤0.01%	713
2015 Q1	–	Sell	-1,613	Closed	-$64K	–	747
2014 Q4	$64K	Buy	+1,613	New	+$66.8K	0.05%	239

Other funds holding FSK

KKRC

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

Plante Moran Financial Advisors's FSK Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of FS KKR Capital (FSK) in Q2 2022, closing a stake of 1,175 shares — an estimated $27K sold.

Plante Moran Financial Advisors first reported a position in FSK in Q4 2014 and held it in 10 quarters. The position peaked at $91K in Q1 2021. 413 funds tracked by Wall St. Rank hold FSK as of Q2 2022.

Plante Moran Financial Advisors reported no remaining FS KKR Capital position as of Q2 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,175 FS KKR Capital shares in Q2 2022, an estimated $27K.
Plante Moran Financial Advisors first reported a position in FS KKR Capital in Q4 2014 and held it in 10 quarters.
Plante Moran Financial Advisors's FS KKR Capital position peaked at $91K in Q1 2021.
413 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.