RA
FSK icon

Rise Advisors’s FS KKR Capital FSK Stock Holding History

Rise 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
Q3 		– Sell
-6
Closed -$119 – 1241
2024
Q2 		$122 Hold
6
– – ﹤0.01% 1228
2024
Q1 		$114 Sell
6
-2,188
-100% -$43.3K ﹤0.01% 1251
2023
Q4 		$43.8K Buy
2,194
+82
+4% +$1.61K 0.03% 173
2023
Q3 		$41.6K Buy
2,112
+54
+3% +$1.08K 0.03% 152
2023
Q2 		$39.5K Sell
2,058
-58
-3% -$1.1K 0.03% 169
2023
Q1 		$39.1K Buy
2,116
+76
+4% +$1.44K 0.03% 175
2022
Q4 		$35.7K Sell
2,040
-254
-11% -$4.72K 0.03% 180
2022
Q3 		$39K Buy
2,294
+390
+20% +$8.13K 0.03% 174
2022
Q2 		$37K Buy
1,904
+169
+10% +$3.58K 0.04% 167
2022
Q1 		$40K Hold
1,735
– – 0.04% 168
2021
Q4 		$36.3K Buy
+1,735
New +$37.5K 0.03% 184

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 $377B AUM 19.32% 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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return