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Richard W. Paul & Associates’s FS KKR Capital FSK Stock Holding History

Richard W. Paul & Associates’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
2023
Q3 		– Sell
-955
Closed -$18.3K – 527
2023
Q2 		$18.3K Hold
955
– – 0.01% 275
2023
Q1 		$17.7K Hold
955
– – 0.01% 281
2022
Q4 		$16.7K Buy
+955
New +$17.8K 0.01% 282

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
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
OHA
Oak Hill Advisors New York $701M AUM 78.4% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Richard W. Paul & Associates's FSK Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of FS KKR Capital (FSK) in Q3 2023, closing a stake of 955 shares — an estimated $18.3K sold.

Richard W. Paul & Associates first reported a position in FSK in Q4 2022 and held it in 3 quarters. The position peaked at $18.3K in Q2 2023. 455 funds tracked by Wall St. Rank hold FSK as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining FS KKR Capital position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 955 FS KKR Capital shares in Q3 2023, an estimated $18.3K.
  • Richard W. Paul & Associates first reported a position in FS KKR Capital in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's FS KKR Capital position peaked at $18.3K in Q2 2023.
  • 455 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.