WP
FSKR

WealthPLAN Partners’s FS KKR Capital Corp. II FSKR Stock Holding History

WealthPLAN Partners’s Portfolio FSKR Stock Details FSKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-154,760
Closed -$3.17M – 369
2021
Q1 		$3.17M Buy
154,760
+21,026
+16% +$381K 0.25% 81
2020
Q4 		$2.34M Buy
133,734
+14,308
+12% +$229K 0.2% 88
2020
Q3 		$1.82M Sell
119,426
-113,024
-49% -$1.62M 0.18% 94
2020
Q2 		$3.52M Buy
+232,450
New +$3.07M 0.36% 69

Other funds holding FSKR

FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return

WealthPLAN Partners's FSKR Position: Q2 2021 in Review

WealthPLAN Partners sold out of FS KKR Capital Corp. II (FSKR) in Q2 2021, closing a stake of 154,760 shares — an estimated $3.17M sold.

WealthPLAN Partners first reported a position in FSKR in Q2 2020 and held it in 4 quarters. The position peaked at $3.52M in Q2 2020. 5 funds tracked by Wall St. Rank hold FSKR as of Q2 2021.

  • WealthPLAN Partners reported no remaining FS KKR Capital Corp. II position as of Q2 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 154,760 FS KKR Capital Corp. II shares in Q2 2021, an estimated $3.17M.
  • WealthPLAN Partners first reported a position in FS KKR Capital Corp. II in Q2 2020 and held it in 4 quarters.
  • WealthPLAN Partners's FS KKR Capital Corp. II position peaked at $3.52M in Q2 2020.
  • 5 funds tracked by Wall St. Rank held FS KKR Capital Corp. II as of Q2 2021.

Based on WealthPLAN Partners's 13F filing for Q2 2021, filed 19 Aug 2021.