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TCI Wealth Advisors’s KKR & Co KKR Stock Holding History

TCI Wealth Advisors’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
2022
Q4 		– Sell
-6
Closed – – 2586
2022
Q3 		$0 Hold
6
– – ﹤0.01% 2431
2022
Q2 		$0 Buy
+6
New +$315 ﹤0.01% 2403
2022
Q1 		– Sell
-6
Closed – – 2339
2021
Q4 		$0 Buy
6
+3
+100% +$221 ﹤0.01% 2421
2021
Q3 		$0 Buy
+3
New +$188 ﹤0.01% 2478
2017
Q1 		– Sell
-400
Closed -$6K – 1339
2016
Q4 		$6K Sell
400
-9,600
-96% -$145K ﹤0.01% 733
2016
Q3 		$143K Buy
+10,000
New +$142K 0.08% 164
2016
Q1 		– Sell
-763
Closed -$12K – 1371
2015
Q4 		$12K Buy
763
+15
+2% +$256 0.01% 540
2015
Q3 		$13K Buy
748
+15
+2% +$319 0.01% 460
2015
Q2 		$17K Buy
733
+14
+2% +$322 0.01% 430
2015
Q1 		$16K Buy
719
+10
+1% +$236 0.01% 382
2014
Q4 		$16K Buy
709
+14
+2% +$307 0.01% 379
2014
Q3 		$15K Buy
695
+20
+3% +$469 0.01% 375
2014
Q2 		$16K Buy
675
+12
+2% +$279 0.01% 379
2014
Q1 		$15K Buy
663
+13
+2% +$315 0.01% 358
2013
Q4 		$16K Buy
650
+6
+0.9% +$138 0.01% 356
2013
Q3 		$13K Buy
644
+14
+2% +$281 0.01% 337
2013
Q2 		$12K Buy
+630
New +$12.5K 0.01% 347

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's KKR Position: Q4 2022 in Review

TCI Wealth Advisors sold out of KKR & Co (KKR) in Q4 2022, closing a stake of 6 shares.

TCI Wealth Advisors first reported a position in KKR in Q2 2013 and held it in 17 quarters. The position peaked at $143K in Q3 2016. 734 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

  • TCI Wealth Advisors reported no remaining KKR & Co position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 6 KKR & Co shares in Q4 2022.
  • TCI Wealth Advisors first reported a position in KKR & Co in Q2 2013 and held it in 17 quarters.
  • TCI Wealth Advisors's KKR & Co position peaked at $143K in Q3 2016.
  • 734 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.