SFS
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Sharp Financial Services’s FS KKR Capital FSK Stock Holding History

Sharp Financial Services’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
2024
Q4 		– Sell
-22,627
Closed -$446K – 98
2024
Q3 		$446K Sell
22,627
-2,139
-9% -$42.5K 0.34% 51
2024
Q2 		$489K Hold
24,766
– – 0.42% 42
2024
Q1 		$472K Hold
24,766
– – 0.44% 43
2023
Q4 		$495K Buy
+24,766
New +$487K 0.54% 40

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Sharp Financial Services's FSK Position: Q4 2024 in Review

Sharp Financial Services sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 22,627 shares — an estimated $446K sold.

Sharp Financial Services first reported a position in FSK in Q4 2023 and held it in 4 quarters. The position peaked at $495K in Q4 2023. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • Sharp Financial Services reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
  • Sharp Financial Services sold 22,627 FS KKR Capital shares in Q4 2024, an estimated $446K.
  • Sharp Financial Services first reported a position in FS KKR Capital in Q4 2023 and held it in 4 quarters.
  • Sharp Financial Services's FS KKR Capital position peaked at $495K in Q4 2023.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Sharp Financial Services's 13F filing for Q4 2024, filed 17 Jan 2025.