SFA
FSKR

Souders Financial Advisors’s FS KKR Capital Corp. II FSKR Stock Holding History

Souders Financial 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
-44,546
Closed -$870K – 137
2021
Q1 		$870K Sell
44,546
-3,773
-8% -$68.4K 0.34% 61
2020
Q4 		$792K Sell
48,319
-1,342
-3% -$21.4K 0.35% 58
2020
Q3 		$756K Sell
49,661
-3,829
-7% -$54.8K 0.36% 57
2020
Q2 		$689K Buy
+53,490
New +$706K 0.39% 59

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 $344M AUM 16.66% 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 $449M AUM 26.62% 1-Year Est. Return

Souders Financial Advisors's FSKR Position: Q2 2021 in Review

Souders Financial Advisors sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 44,546 shares — an estimated $870K sold.

Souders Financial Advisors first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $870K in Q1 2021. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • Souders Financial Advisors reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • Souders Financial Advisors sold 44,546 FS KKR Capital Corp. II shares in Q2 2021, an estimated $870K.
  • Souders Financial Advisors first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
  • Souders Financial Advisors's FS KKR Capital Corp. II position peaked at $870K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on Souders Financial Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.