Tyler-Stone Wealth Management’s FS KKR Capital FSK Stock Holding History

Tyler-Stone Wealth Management’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	-4,485	Closed	-$88.5K	–	531
2024 Q2	$88.5K	Buy	4,485 +77	+2%	+$1.51K	0.04%	304
2024 Q1	$84.1K	Sell	4,408 -920	-17%	-$18.2K	0.04%	298
2023 Q4	$106K	Sell	5,328 -128	-2%	-$2.52K	0.05%	258
2023 Q3	$107K	Sell	5,456 -704	-11%	-$14.1K	0.06%	246
2023 Q2	$118K	Buy	+6,160	New	+$117K	0.07%	229
2022 Q4	$98K	Sell	5,607 -3,990	-42%	-$74.2K	0.07%	233
2022 Q3	$163K	Buy	9,597 +50	+0.5%	+$1.04K	0.12%	152
2022 Q2	$185K	Sell	9,547 -22,045	-70%	-$467K	0.12%	155
2022 Q1	$721K	Buy	31,592 +54	+0.2%	+$1.2K	0.4%	57
2021 Q4	$660K	Buy	+31,538	New	+$682K	0.35%	58

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tyler-Stone Wealth Management's FSK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of FS KKR Capital (FSK) in Q3 2024, closing a stake of 4,485 shares — an estimated $88.5K sold.

Tyler-Stone Wealth Management first reported a position in FSK in Q4 2021 and held it in 10 quarters. The position peaked at $721K in Q1 2022. 496 funds tracked by Wall St. Rank hold FSK as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining FS KKR Capital position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 4,485 FS KKR Capital shares in Q3 2024, an estimated $88.5K.
Tyler-Stone Wealth Management first reported a position in FS KKR Capital in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's FS KKR Capital position peaked at $721K in Q1 2022.
496 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.