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WealthPlan Investment Management’s FS KKR Capital FSK Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-268,592
Closed -$5.3M – 480
2022
Q4 		$5.3M Buy
268,592
+4,981
+2% +$92.6K 0.37% 71
2022
Q3 		$4.92M Buy
+263,611
New +$5.5M 0.36% 69
2022
Q1 		$5.74M Buy
+273,985
New +$6.07M 0.4% 71

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WealthPlan Investment Management's FSK Position: Q1 2023 in Review

WealthPlan Investment Management sold out of FS KKR Capital (FSK) in Q1 2023, closing a stake of 268,592 shares — an estimated $5.3M sold.

WealthPlan Investment Management first reported a position in FSK in Q1 2022 and held it in 3 quarters. The position peaked at $5.74M in Q1 2022. 424 funds tracked by Wall St. Rank hold FSK as of Q1 2023.

  • WealthPlan Investment Management reported no remaining FS KKR Capital position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 268,592 FS KKR Capital shares in Q1 2023, an estimated $5.3M.
  • WealthPlan Investment Management first reported a position in FS KKR Capital in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's FS KKR Capital position peaked at $5.74M in Q1 2022.
  • 424 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.