WAM
KKR icon

Wealthspire Advisors (Maryland)’s KKR & Co KKR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,250
Closed -$100K – 1269
2019
Q1 		$100K Sell
4,250
-276
-6% -$6.29K 0.01% 638
2018
Q4 		$89K Sell
4,526
-103
-2% -$2.36K 0.01% 642
2018
Q3 		$126K Buy
+4,629
New +$124K 0.01% 599
2018
Q2 		– Sell
-2,114
Closed -$43K – 2506
2018
Q1 		$43K Buy
2,114
+1,028
+95% +$22.8K ﹤0.01% 1039
2017
Q4 		$23K Sell
1,086
-990
-48% -$19.9K ﹤0.01% 1284
2017
Q3 		$42K Buy
2,076
+10
+0.5% +$190 ﹤0.01% 1041
2017
Q2 		$38K Buy
+2,066
New +$37.8K ﹤0.01% 1040
2016
Q3 		– Sell
-765
Closed -$9K – 1778
2016
Q2 		$9K Sell
765
-7,500
-91% -$100K ﹤0.01% 1226
2016
Q1 		$121K Hold
8,265
– – 0.02% 483
2015
Q4 		$129K Buy
+8,265
New +$141K 0.02% 468

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KKR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of KKR & Co (KKR) in Q2 2019, closing a stake of 4,250 shares — an estimated $100K sold.

Wealthspire Advisors (Maryland) first reported a position in KKR in Q4 2015 and held it in 10 quarters. The position peaked at $129K in Q4 2015. 454 funds tracked by Wall St. Rank hold KKR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining KKR & Co position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,250 KKR & Co shares in Q2 2019, an estimated $100K.
  • Wealthspire Advisors (Maryland) first reported a position in KKR & Co in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s KKR & Co position peaked at $129K in Q4 2015.
  • 454 funds tracked by Wall St. Rank held KKR & Co as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.