TWM
KKR.PRC

Tradition Wealth Management’s KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock KKR.PRC Stock Holding History

Tradition Wealth Management’s Portfolio KKR.PRC Stock Details KKR.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40
Closed -$3K – 1414
2023
Q2 		$3K Buy
+40
New +$2.52K ﹤0.01% 1373

Tradition Wealth Management's KKR.PRC Position: Q3 2023 in Review

Tradition Wealth Management sold out of KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock (KKR.PRC) in Q3 2023, closing a stake of 40 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in KKR.PRC in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 0 funds tracked by Wall St. Rank hold KKR.PRC as of Q3 2023.

  • Tradition Wealth Management reported no remaining KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 40 KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock shares in Q3 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock in Q2 2023 and held it in 1 quarter.
  • Tradition Wealth Management's KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position peaked at $3K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.