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Spectrum Wealth Counsel’s KKR & Co KKR Stock Holding History

Spectrum Wealth Counsel’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-604
Closed -$63.6K – 410
2024
Q2 		$63.6K Hold
604
– – 0.01% 185
2024
Q1 		$60.8K Buy
+604
New +$55.5K 0.01% 201

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spectrum Wealth Counsel's KKR Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 604 shares — an estimated $63.6K sold.

Spectrum Wealth Counsel first reported a position in KKR in Q1 2024 and held it in 2 quarters. The position peaked at $63.6K in Q2 2024. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 604 KKR & Co shares in Q3 2024, an estimated $63.6K.
  • Spectrum Wealth Counsel first reported a position in KKR & Co in Q1 2024 and held it in 2 quarters.
  • Spectrum Wealth Counsel's KKR & Co position peaked at $63.6K in Q2 2024.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.