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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

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OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.