VCM
KIO

Vivaldi Capital Management’s KKR Income Opportunities Fund KIO Stock Holding History

Vivaldi Capital Management’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-226,326
Closed -$2.71M – 224
2023
Q3 		$2.71M Sell
226,326
-5,408
-2% -$64.7K 0.89% 36
2023
Q2 		$2.69M Buy
231,734
+3,841
+2% +$42.9K 0.83% 41
2023
Q1 		$2.5M Buy
+227,893
New +$2.57M 0.76% 41

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SIA
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UBS Group
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CCP
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GC
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AAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
QL
Quarry LP New York $496M AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return