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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

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return