TruWealth Advisors’s FS KKR Capital FSK Stock Holding History

TruWealth Advisors’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
2022 Q2	–	Sell	-10,616	Closed	-$242K	–	138
2022 Q1	$242K	Sell	10,616 -2,547	-19%	-$56.5K	0.03%	109
2021 Q4	$276K	Sell	13,163 -8,077	-38%	-$175K	0.03%	101
2021 Q3	$468K	Sell	21,240 -1,975	-9%	-$43.6K	0.05%	78
2021 Q2	$499K	Buy	+23,215	New	+$497K	0.06%	74

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

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

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

BPCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

TruWealth Advisors's FSK Position: Q2 2022 in Review

TruWealth Advisors sold out of FS KKR Capital (FSK) in Q2 2022, closing a stake of 10,616 shares — an estimated $242K sold.

TruWealth Advisors first reported a position in FSK in Q2 2021 and held it in 4 quarters. The position peaked at $499K in Q2 2021. 413 funds tracked by Wall St. Rank hold FSK as of Q2 2022.

TruWealth Advisors reported no remaining FS KKR Capital position as of Q2 2022 after selling out during the quarter.
TruWealth Advisors sold 10,616 FS KKR Capital shares in Q2 2022, an estimated $242K.
TruWealth Advisors first reported a position in FS KKR Capital in Q2 2021 and held it in 4 quarters.
TruWealth Advisors's FS KKR Capital position peaked at $499K in Q2 2021.
413 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2022.

Based on TruWealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.