TWP
KKR icon

TFO Wealth Partners’s KKR & Co KKR Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$101 – 429
2024
Q1 		$101 Sell
1
-6
-86% -$552 ﹤0.01% 639
2023
Q4 		$580 Hold
7
– – ﹤0.01% 298
2023
Q3 		$392 Buy
7
+6
+600% +$364 ﹤0.01% 536
2023
Q2 		$56 Hold
1
– – ﹤0.01% 754
2023
Q1 		$53 Sell
1
-26
-96% -$1.4K ﹤0.01% 740
2022
Q4 		$1.43K Buy
+27
New +$1.32K ﹤0.01% 301
2022
Q1 		– Sell
-40
Closed -$3K – 140
2021
Q4 		$3K Buy
+40
New +$2.95K ﹤0.01% 117

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

TFO Wealth Partners's KKR Position: Q2 2024 in Review

TFO Wealth Partners sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 1 share — an estimated $101 sold.

TFO Wealth Partners first reported a position in KKR in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • TFO Wealth Partners reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 KKR & Co share in Q2 2024, an estimated $101.
  • TFO Wealth Partners first reported a position in KKR & Co in Q4 2021 and held it in 7 quarters.
  • TFO Wealth Partners's KKR & Co position peaked at $3K in Q4 2021.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.