TA
KIO

Tiedemann Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Tiedemann Advisors’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$239K Hold
20,000
– – 0.01% 242
2023
Q2 		$232K Buy
+20,000
New +$224K 0.01% 231

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Tiedemann Advisors's KIO Position: Q3 2023 in Review

Tiedemann Advisors held its KKR Income Opportunities Fund (KIO) position steady in Q3 2023 at 20,000 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #242.

Tiedemann Advisors first reported a position in KIO in Q2 2023 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold KIO as of Q3 2023.

  • Tiedemann Advisors held 20,000 shares of KKR Income Opportunities Fund worth $239K as of Q3 2023.
  • Tiedemann Advisors left its KKR Income Opportunities Fund share count unchanged in Q3 2023.
  • KKR Income Opportunities Fund made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #242 holding.
  • Tiedemann Advisors first reported a position in KKR Income Opportunities Fund in Q2 2023 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.