SeaCrest Wealth Management’s KKR & Co KKR Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-2,292	Closed	-$106K	–	1092
2022 Q2	$106K	Buy	+2,292	New	+$120K	0.01%	836
2019 Q2	–	Sell	-2,732	Closed	-$64K	–	1223
2019 Q1	$64K	Hold	2,732	–	–	0.01%	848
2018 Q4	$54K	Sell	2,732 -600	-18%	-$13.7K	0.01%	868
2018 Q3	$91K	Buy	+3,332	New	+$89K	0.02%	776
2018 Q2	–	Sell	-2,832	Closed	-$57K	–	2251
2018 Q1	$57K	Hold	2,832	–	–	0.01%	900
2017 Q4	$60K	Buy	+2,832	New	+$56.9K	0.01%	891

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SeaCrest Wealth Management's KKR Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of KKR & Co (KKR) in Q3 2022, closing a stake of 2,292 shares — an estimated $106K sold.

SeaCrest Wealth Management first reported a position in KKR in Q4 2017 and held it in 6 quarters. The position peaked at $106K in Q2 2022. 713 funds tracked by Wall St. Rank hold KKR as of Q3 2022.

SeaCrest Wealth Management reported no remaining KKR & Co position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,292 KKR & Co shares in Q3 2022, an estimated $106K.
SeaCrest Wealth Management first reported a position in KKR & Co in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's KKR & Co position peaked at $106K in Q2 2022.
713 funds tracked by Wall St. Rank held KKR & Co as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.