Sterling Investment Advisors (Pennsylvania)’s FS KKR Capital FSK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-1,250	Closed	-$24K	–	254
2022 Q2	$24K	Hold	1,250	–	–	0.01%	306
2022 Q1	$29K	Hold	1,250	–	–	0.01%	323
2021 Q4	$26K	Hold	1,250	–	–	0.01%	335
2021 Q3	$28K	Buy	+1,250	New	+$27.6K	0.01%	321
2020 Q3	–	Sell	-125	Closed	-$1K	–	439
2020 Q2	$1K	Hold	125	–	–	﹤0.01%	408
2020 Q1	$1K	Hold	125	–	–	﹤0.01%	379
2019 Q4	$3K	Hold	125	–	–	﹤0.01%	378
2019 Q3	$3K	Hold	125	–	–	﹤0.01%	381
2019 Q2	$3K	Hold	125	–	–	﹤0.01%	386
2019 Q1	$3K	Hold	125	–	–	﹤0.01%	379
2018 Q4	$2K	Buy	+125	New	+$3.11K	﹤0.01%	379

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FSK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of FS KKR Capital (FSK) in Q3 2022, closing a stake of 1,250 shares — an estimated $24K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FSK in Q4 2018 and held it in 11 quarters. The position peaked at $29K in Q1 2022. 413 funds tracked by Wall St. Rank hold FSK as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining FS KKR Capital position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,250 FS KKR Capital shares in Q3 2022, an estimated $24K.
Sterling Investment Advisors (Pennsylvania) first reported a position in FS KKR Capital in Q4 2018 and held it in 11 quarters.
Sterling Investment Advisors (Pennsylvania)'s FS KKR Capital position peaked at $29K in Q1 2022.
413 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.