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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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rise Advisors's FSK Position: Q3 2024 in Review

Rise Advisors sold out of FS KKR Capital (FSK) in Q3 2024, closing a stake of 6 shares — an estimated $119 sold.

Rise Advisors first reported a position in FSK in Q4 2021 and held it in 11 quarters. The position peaked at $43.8K in Q4 2023. 496 funds tracked by Wall St. Rank hold FSK as of Q3 2024.

  • Rise Advisors reported no remaining FS KKR Capital position as of Q3 2024 after selling out during the quarter.
  • Rise Advisors sold 6 FS KKR Capital shares in Q3 2024, an estimated $119.
  • Rise Advisors first reported a position in FS KKR Capital in Q4 2021 and held it in 11 quarters.
  • Rise Advisors's FS KKR Capital position peaked at $43.8K in Q4 2023.
  • 496 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2024.

Based on Rise Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.