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Retirement Financial Solutions’s FS KKR Capital FSK Stock Holding History

Retirement Financial Solutions’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
Q2 		– Sell
-11,081
Closed -$211K – 42
2024
Q1 		$211K Sell
11,081
-9,477
-46% -$188K 0.11% 40
2023
Q4 		$411K Buy
20,558
+7,625
+59% +$150K 0.23% 35
2023
Q3 		$255K Sell
12,933
-11,949
-48% -$239K 0.17% 35
2023
Q2 		$477K Sell
24,882
-9,150
-27% -$173K 0.33% 23
2023
Q1 		$630K Sell
34,032
-12,691
-27% -$241K 0.5% 21
2022
Q4 		$818K Buy
+46,723
New +$869K 0.69% 18

Other funds holding FSK

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Retirement Financial Solutions's FSK Position: Q2 2024 in Review

Retirement Financial Solutions sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 11,081 shares — an estimated $211K sold.

Retirement Financial Solutions first reported a position in FSK in Q4 2022 and held it in 6 quarters. The position peaked at $818K in Q4 2022. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • Retirement Financial Solutions reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • Retirement Financial Solutions sold 11,081 FS KKR Capital shares in Q2 2024, an estimated $211K.
  • Retirement Financial Solutions first reported a position in FS KKR Capital in Q4 2022 and held it in 6 quarters.
  • Retirement Financial Solutions's FS KKR Capital position peaked at $818K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on Retirement Financial Solutions's 13F filing for Q2 2024, filed 5 Aug 2024.