SWA
FSKR

SFMG Wealth Advisors’s FS KKR Capital Corp. II FSKR Stock Holding History

SFMG Wealth Advisors’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
2021
Q2 		– Sell
-213,656
Closed -$4.17M – 278
2021
Q1 		$4.17M Buy
213,656
+21,352
+11% +$387K 0.48% 25
2020
Q4 		$3.15M Buy
192,304
+103,555
+117% +$1.65M 0.4% 33
2020
Q3 		$1.3M Sell
88,749
-3,122
-3% -$44.6K 0.18% 54
2020
Q2 		$1.18M Buy
+91,871
New +$1.21M 0.17% 50

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

SFMG Wealth Advisors's FSKR Position: Q2 2021 in Review

SFMG Wealth Advisors sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 213,656 shares — an estimated $4.17M sold.

SFMG Wealth Advisors first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $4.17M in Q1 2021. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • SFMG Wealth Advisors reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 213,656 FS KKR Capital Corp. II shares in Q2 2021, an estimated $4.17M.
  • SFMG Wealth Advisors first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
  • SFMG Wealth Advisors's FS KKR Capital Corp. II position peaked at $4.17M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on SFMG Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.