SPIA
KKR.PRC

Steward Partners Investment Advisory’s KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock KKR.PRC Stock Holding History

Steward Partners Investment Advisory’s Portfolio KKR.PRC Stock Details KKR.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,100
Closed -$72.7K – 3469
2023
Q2 		$72.7K Hold
1,100
– – ﹤0.01% 1730
2023
Q1 		$69.8K Hold
1,100
– – ﹤0.01% 1726
2022
Q4 		$63K Buy
1,100
+200
+22% +$12.1K ﹤0.01% 1743
2022
Q3 		$49K Buy
900
+833
+1,243% +$52.8K ﹤0.01% 1809
2022
Q2 		$4K Hold
67
– – ﹤0.01% 2883
2022
Q1 		$5K Hold
67
– – ﹤0.01% 2920
2021
Q4 		$6K Buy
+67
New +$6.21K ﹤0.01% 2792

Steward Partners Investment Advisory's KKR.PRC Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock (KKR.PRC) in Q3 2023, closing a stake of 1,100 shares — an estimated $72.7K sold.

Steward Partners Investment Advisory first reported a position in KKR.PRC in Q4 2021 and held it in 7 quarters. The position peaked at $72.7K in Q2 2023. 0 funds tracked by Wall St. Rank hold KKR.PRC as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,100 KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock shares in Q3 2023, an estimated $72.7K.
  • Steward Partners Investment Advisory first reported a position in KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock in Q4 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position peaked at $72.7K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.