RSWM
FSKR

Robertson Stephens Wealth Management’s FS KKR Capital Corp. II FSKR Stock Holding History

Robertson Stephens Wealth Management’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,734
Closed -$194K – 265
2020
Q3 		$194K Hold
12,734
– – 0.05% 233
2020
Q2 		$164K Buy
+12,734
New +$168K 0.05% 185

Other funds holding FSKR

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Robertson Stephens Wealth Management's FSKR Position: Q4 2020 in Review

Robertson Stephens Wealth Management sold out of FS KKR Capital Corp. II (FSKR) in Q4 2020, closing a stake of 12,734 shares — an estimated $194K sold.

Robertson Stephens Wealth Management first reported a position in FSKR in Q2 2020 and held it in 2 quarters. The position peaked at $194K in Q3 2020. 308 funds tracked by Wall St. Rank hold FSKR as of Q4 2020.

  • Robertson Stephens Wealth Management reported no remaining FS KKR Capital Corp. II position as of Q4 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,734 FS KKR Capital Corp. II shares in Q4 2020, an estimated $194K.
  • Robertson Stephens Wealth Management first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's FS KKR Capital Corp. II position peaked at $194K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q4 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.