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

SOA 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	-1,208	Closed	-$23K	–	994
2021 Q1	$23K	Sell	1,208 -4,087	-77%	-$74.1K	0.01%	383
2020 Q4	$93K	Buy	+5,295	New	+$84.6K	0.03%	199

Other funds holding FSKR

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

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

SOA Wealth Advisors sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 1,208 shares — an estimated $23K sold.

SOA Wealth Advisors first reported a position in FSKR in Q4 2020 and held it in 2 quarters. The position peaked at $93K in Q4 2020. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

SOA Wealth Advisors reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 1,208 FS KKR Capital Corp. II shares in Q2 2021, an estimated $23K.
SOA Wealth Advisors first reported a position in FS KKR Capital Corp. II in Q4 2020 and held it in 2 quarters.
SOA Wealth Advisors's FS KKR Capital Corp. II position peaked at $93K in Q4 2020.
6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.