WealthShield Partners’s KKR & Co KKR Stock Holding History

WealthShield Partners’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
2021 Q2	–	Sell	-300	Closed	-$15K	–	965
2021 Q1	$15K	Buy	+300	New	+$13.4K	﹤0.01%	725

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthShield Partners's KKR Position: Q2 2021 in Review

WealthShield Partners sold out of KKR & Co (KKR) in Q2 2021, closing a stake of 300 shares — an estimated $15K sold.

WealthShield Partners first reported a position in KKR in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 706 funds tracked by Wall St. Rank hold KKR as of Q2 2021.

WealthShield Partners reported no remaining KKR & Co position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 300 KKR & Co shares in Q2 2021, an estimated $15K.
WealthShield Partners first reported a position in KKR & Co in Q1 2021 and held it in 1 quarter.
WealthShield Partners's KKR & Co position peaked at $15K in Q1 2021.
706 funds tracked by Wall St. Rank held KKR & Co as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.