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Triad Wealth Partners’s FS KKR Capital FSK Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-816
Closed -$16.1K – 358
2024
Q2 		$16.1K Buy
+816
New +$16K 0.01% 387

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Legal & General Group
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Cambridge Investment Research Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AM
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Wells Fargo
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Ameriprise
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Triad Wealth Partners's FSK Position: Q3 2024 in Review

Triad Wealth Partners sold out of FS KKR Capital (FSK) in Q3 2024, closing a stake of 816 shares — an estimated $16.1K sold.

Triad Wealth Partners first reported a position in FSK in Q2 2024 and held it in 1 quarter. The position peaked at $16.1K in Q2 2024. 496 funds tracked by Wall St. Rank hold FSK as of Q3 2024.

  • Triad Wealth Partners reported no remaining FS KKR Capital position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 816 FS KKR Capital shares in Q3 2024, an estimated $16.1K.
  • Triad Wealth Partners first reported a position in FS KKR Capital in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FS KKR Capital position peaked at $16.1K in Q2 2024.
  • 496 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.