San Luis Wealth Advisors’s FS KKR Capital FSK Stock Holding History

San Luis Wealth 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
2022 Q2	–	Sell	-3,558	Closed	-$75K	–	207
2022 Q1	$75K	Buy	+3,558	New	+$78.9K	0.04%	210

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

San Luis Wealth Advisors's FSK Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of FS KKR Capital (FSK) in Q2 2022, closing a stake of 3,558 shares — an estimated $75K sold.

San Luis Wealth Advisors first reported a position in FSK in Q1 2022 and held it in 1 quarter. The position peaked at $75K in Q1 2022. 413 funds tracked by Wall St. Rank hold FSK as of Q2 2022.

San Luis Wealth Advisors reported no remaining FS KKR Capital position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 3,558 FS KKR Capital shares in Q2 2022, an estimated $75K.
San Luis Wealth Advisors first reported a position in FS KKR Capital in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's FS KKR Capital position peaked at $75K in Q1 2022.
413 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.