TWP
FSKR

Treybourne Wealth Planners’s FS KKR Capital Corp. II FSKR Stock Holding History

Treybourne Wealth Planners’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-88,775
Closed -$1.73M – 48
2021
Q1 		$1.73M Hold
88,775
– – 1.2% 14
2020
Q4 		$1.46M Buy
+88,775
New +$1.42M 1.05% 16

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

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

Treybourne Wealth Planners sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 88,775 shares — an estimated $1.73M sold.

Treybourne Wealth Planners first reported a position in FSKR in Q4 2020 and held it in 2 quarters. The position peaked at $1.73M in Q1 2021. 6 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • Treybourne Wealth Planners reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • Treybourne Wealth Planners sold 88,775 FS KKR Capital Corp. II shares in Q2 2021, an estimated $1.73M.
  • Treybourne Wealth Planners first reported a position in FS KKR Capital Corp. II in Q4 2020 and held it in 2 quarters.
  • Treybourne Wealth Planners's FS KKR Capital Corp. II position peaked at $1.73M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

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