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SYSTM Wealth Solutions’s FS KKR Capital FSK Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-2,885
Closed -$55K – 777
2024
Q1 		$55K Buy
2,885
+56
+2% +$1.11K 0.01% 567
2023
Q4 		$56.5K Buy
+2,829
New +$55.6K 0.01% 562

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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

SYSTM Wealth Solutions's FSK Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of FS KKR Capital (FSK) in Q2 2024, closing a stake of 2,885 shares — an estimated $55K sold.

SYSTM Wealth Solutions first reported a position in FSK in Q4 2023 and held it in 2 quarters. The position peaked at $56.5K in Q4 2023. 489 funds tracked by Wall St. Rank hold FSK as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining FS KKR Capital position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,885 FS KKR Capital shares in Q2 2024, an estimated $55K.
  • SYSTM Wealth Solutions first reported a position in FS KKR Capital in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's FS KKR Capital position peaked at $56.5K in Q4 2023.
  • 489 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.