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Rise Advisors’s KKR & Co KKR Stock Holding History

Rise Advisors’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
Q2 		– Sell
-26
Closed -$2.57K – 1252
2024
Q1 		$2.57K Buy
26
+1
+4% +$92 ﹤0.01% 1122
2023
Q4 		$2.11K Hold
25
– – ﹤0.01% 463
2023
Q3 		$1.57K Hold
25
– – ﹤0.01% 494
2023
Q2 		$1.42K Hold
25
– – ﹤0.01% 548
2023
Q1 		$1.33K Hold
25
– – ﹤0.01% 622
2022
Q4 		$1.17K Hold
25
– – ﹤0.01% 636
2022
Q3 		$1K Hold
25
– – ﹤0.01% 634
2022
Q2 		$1K Hold
25
– – ﹤0.01% 641
2022
Q1 		$1K Buy
+25
New +$1.57K ﹤0.01% 612

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Rise Advisors's KKR Position: Q2 2024 in Review

Rise Advisors sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 26 shares — an estimated $2.57K sold.

Rise Advisors first reported a position in KKR in Q1 2022 and held it in 9 quarters. The position peaked at $2.57K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Rise Advisors reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 26 KKR & Co shares in Q2 2024, an estimated $2.57K.
  • Rise Advisors first reported a position in KKR & Co in Q1 2022 and held it in 9 quarters.
  • Rise Advisors's KKR & Co position peaked at $2.57K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.