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Realta Investment Advisors’s KKR & Co KKR Stock Holding History

Realta Investment Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,369
Closed -$249K – 582
2024
Q2 		$249K Sell
2,369
-640
-21% -$65.2K 0.05% 346
2024
Q1 		$303K Buy
+3,009
New +$277K 0.06% 313
2022
Q1 		– Sell
-2,756
Closed -$205K – 444
2021
Q4 		$205K Buy
+2,756
New +$203K 0.05% 395
2020
Q1 		– Sell
-1,055
Closed -$31K – 898
2019
Q4 		$31K Hold
1,055
– – 0.01% 795
2019
Q3 		$28K Hold
1,055
– – 0.01% 823
2019
Q2 		$27K Buy
1,055
+229
+28% +$5.48K 0.01% 834
2019
Q1 		$20K Buy
+826
New +$18.8K 0.01% 758

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's KKR Position: Q3 2024 in Review

Realta Investment Advisors sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 2,369 shares — an estimated $249K sold.

Realta Investment Advisors first reported a position in KKR in Q1 2019 and held it in 7 quarters. The position peaked at $303K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Realta Investment Advisors reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 2,369 KKR & Co shares in Q3 2024, an estimated $249K.
  • Realta Investment Advisors first reported a position in KKR & Co in Q1 2019 and held it in 7 quarters.
  • Realta Investment Advisors's KKR & Co position peaked at $303K in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.