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Wealth Quarterback’s FS KKR Capital FSK Stock Holding History

Wealth Quarterback’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
2021
Q3 		$17K Buy
7,872
+7,247
+1,160% +$160K 0.01% 381
2021
Q2 		$14K Buy
+625
New +$13.4K 0.01% 403
2020
Q2 		– Sell
-2,130
Closed -$25.6K – 341
2020
Q1 		$25.6K Sell
2,130
-5,802
-73% -$124K 0.02% 304
2019
Q4 		$83.9K Buy
+7,932
New +$190K 0.07% 175

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Quarterback's FSK Position: Q3 2021 in Review

Wealth Quarterback increased its FS KKR Capital (FSK) stake by 1,160% in Q3 2021, buying an estimated $160K and bringing the position to 7,872 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #381.

Wealth Quarterback first reported a position in FSK in Q4 2019 and has held it in 4 quarters since. The position peaked at $83.9K in Q4 2019. 392 funds tracked by Wall St. Rank hold FSK as of Q3 2021.

  • Wealth Quarterback held 7,872 shares of FS KKR Capital worth $17K as of Q3 2021.
  • Wealth Quarterback bought 7,247 FS KKR Capital shares in Q3 2021, an estimated $160K.
  • FS KKR Capital made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #381 holding.
  • Wealth Quarterback first reported a position in FS KKR Capital in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's FS KKR Capital position peaked at $83.9K in Q4 2019.
  • 392 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.