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Wealthcare Capital Management’s KKR & Co KKR Stock Holding History

Wealthcare Capital Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-74
Closed -$2K – 461
2019
Q4 		$2K Buy
+74
New +$2.11K ﹤0.01% 491

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VH
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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Wealthcare Capital Management's KKR Position: Q1 2020 in Review

Wealthcare Capital Management sold out of KKR & Co (KKR) in Q1 2020, closing a stake of 74 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in KKR in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 479 funds tracked by Wall St. Rank hold KKR as of Q1 2020.

  • Wealthcare Capital Management reported no remaining KKR & Co position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 74 KKR & Co shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in KKR & Co in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's KKR & Co position peaked at $2K in Q4 2019.
  • 479 funds tracked by Wall St. Rank held KKR & Co as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.