Seven Springs Wealth Group’s FS KKR Capital FSK Stock Holding History

Seven Springs Wealth Group’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 Q4	–	Sell	-135,135	Closed	-$2.29M	–	60
2022 Q3	$2.29M	Buy	135,135 +3,927	+3%	+$81.9K	1.25%	15
2022 Q2	$2.55M	Buy	131,208 +9,210	+8%	+$195K	1.28%	15
2022 Q1	$2.78M	Buy	121,998 +11,845	+11%	+$263K	1.32%	13
2021 Q4	$2.31M	Buy	110,153 +14,650	+15%	+$317K	1.05%	16
2021 Q3	$2.1M	Buy	95,503 +4,055	+4%	+$89.5K	1.03%	14
2021 Q2	$1.97M	Buy	+91,448	New	+$1.96M	0.85%	15

Other funds holding FSK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Seven Springs Wealth Group's FSK Position: Q4 2022 in Review

Seven Springs Wealth Group sold out of FS KKR Capital (FSK) in Q4 2022, closing a stake of 135,135 shares — an estimated $2.29M sold.

Seven Springs Wealth Group first reported a position in FSK in Q2 2021 and held it in 6 quarters. The position peaked at $2.78M in Q1 2022. 442 funds tracked by Wall St. Rank hold FSK as of Q4 2022.

Seven Springs Wealth Group reported no remaining FS KKR Capital position as of Q4 2022 after selling out during the quarter.
Seven Springs Wealth Group sold 135,135 FS KKR Capital shares in Q4 2022, an estimated $2.29M.
Seven Springs Wealth Group first reported a position in FS KKR Capital in Q2 2021 and held it in 6 quarters.
Seven Springs Wealth Group's FS KKR Capital position peaked at $2.78M in Q1 2022.
442 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2022.

Based on Seven Springs Wealth Group's 13F filing for Q4 2022, filed 8 Feb 2023.