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RE Dickinson Investment Advisors’s FS KKR Capital FSK Stock Holding History

RE Dickinson Investment 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 		$1.05M Buy
4,847
+686
+16% +$14.4K 0.06% 64
2024
Q3 		$82.1K Buy
4,161
+1,292
+45% +$25.7K 0.05% 70
2024
Q2 		$56.6K Buy
2,869
+1,599
+126% +$31.4K 0.03% 86
2024
Q1 		$24K Sell
1,270
-898
-41% -$17.8K 0.02% 115
2023
Q4 		$43K Hold
2,168
– – 0.03% 87
2023
Q3 		$43K Hold
2,168
– – 0.03% 88
2023
Q2 		$42K Hold
2,168
– – 0.02% 161
2023
Q1 		$40K Hold
2,168
– – 0.01% 169
2022
Q4 		$38K Hold
2,168
– – 0.02% 165
2022
Q3 		$37K Hold
2,168
– – 0.03% 82
2022
Q2 		$42 Sell
2,168
-681
-24% -$14.4K 0.01% 85
2022
Q1 		$65K Sell
2,849
-485
-15% -$10.8K 0.04% 77
2021
Q4 		$70K Buy
+3,334
New +$72K 0.05% 71

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
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