TCWM
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Total Clarity Wealth Management’s FS KKR Capital FSK Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-450
Closed -$11K – 260
2019
Q4 		$11K Buy
+450
New +$10.8K 0.01% 486

Other funds holding FSK

BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Total Clarity Wealth Management's FSK Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of FS KKR Capital (FSK) in Q1 2020, closing a stake of 450 shares — an estimated $11K sold.

Total Clarity Wealth Management first reported a position in FSK in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 326 funds tracked by Wall St. Rank hold FSK as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining FS KKR Capital position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 450 FS KKR Capital shares in Q1 2020, an estimated $11K.
  • Total Clarity Wealth Management first reported a position in FS KKR Capital in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's FS KKR Capital position peaked at $11K in Q4 2019.
  • 326 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.