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Prevail Innovative Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Prevail Innovative Wealth 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
2024
Q4 		– Sell
-50,615
Closed -$999K – 179
2024
Q3 		$999K Buy
50,615
+12,086
+31% +$240K 0.3% 99
2024
Q2 		$760K Buy
+38,529
New +$757K 0.27% 103

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Morgan Stanley
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LPL Financial
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UBS Group
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Prevail Innovative Wealth Advisors's FSK Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 50,615 shares — an estimated $999K sold.

Prevail Innovative Wealth Advisors first reported a position in FSK in Q2 2024 and held it in 2 quarters. The position peaked at $999K in Q3 2024. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 50,615 FS KKR Capital shares in Q4 2024, an estimated $999K.
  • Prevail Innovative Wealth Advisors first reported a position in FS KKR Capital in Q2 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's FS KKR Capital position peaked at $999K in Q3 2024.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.