Treybourne Wealth Planners’s FS KKR Capital FSK Stock Holding History

Treybourne Wealth Planners’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
2021 Q2	$1.81M	Buy	+84,285	New	+$1.81M	1.12%	15

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Treybourne Wealth Planners's FSK Position: Q2 2021 in Review

Treybourne Wealth Planners opened a new position in FS KKR Capital (FSK) in Q2 2021: 84,285 shares worth $1.81M. The stake represents 1.12% of the portfolio and ranks #15 among its holdings.

387 funds tracked by Wall St. Rank hold FSK as of Q2 2021.

Treybourne Wealth Planners held 84,285 shares of FS KKR Capital worth $1.81M as of Q2 2021.
FS KKR Capital was a new Treybourne Wealth Planners position in Q2 2021.
FS KKR Capital made up 1.12% of Treybourne Wealth Planners's portfolio in Q2 2021, its #15 holding.
387 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.