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Redwood Wealth Management Group’s KKR & Co KKR Stock Holding History

Redwood Wealth Management Group’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
-500
Closed -$52.6K – 653
2024
Q2 		$52.6K Buy
+500
New +$50.9K 0.04% 299

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

Redwood Wealth Management Group's KKR Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 500 shares — an estimated $52.6K sold.

Redwood Wealth Management Group first reported a position in KKR in Q2 2024 and held it in 1 quarter. The position peaked at $52.6K in Q2 2024. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 500 KKR & Co shares in Q3 2024, an estimated $52.6K.
  • Redwood Wealth Management Group first reported a position in KKR & Co in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's KKR & Co position peaked at $52.6K in Q2 2024.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.