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Winthrop Advisory Group’s FS KKR Capital FSK Stock Holding History

Winthrop Advisory Group’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
Q4 		– Sell
-10,661
Closed -$218K – 141
2023
Q3 		$218K Buy
10,661
+274
+3% +$5.48K 0.04% 116
2023
Q2 		$207K Buy
10,387
+250
+2% +$4.73K 0.03% 126
2023
Q1 		$195K Buy
+10,137
New +$192K 0.03% 123

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Winthrop Advisory Group's FSK Position: Q4 2023 in Review

Winthrop Advisory Group sold out of FS KKR Capital (FSK) in Q4 2023, closing a stake of 10,661 shares — an estimated $218K sold.

Winthrop Advisory Group first reported a position in FSK in Q1 2023 and held it in 3 quarters. The position peaked at $218K in Q3 2023. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2023.

  • Winthrop Advisory Group reported no remaining FS KKR Capital position as of Q4 2023 after selling out during the quarter.
  • Winthrop Advisory Group sold 10,661 FS KKR Capital shares in Q4 2023, an estimated $218K.
  • Winthrop Advisory Group first reported a position in FS KKR Capital in Q1 2023 and held it in 3 quarters.
  • Winthrop Advisory Group's FS KKR Capital position peaked at $218K in Q3 2023.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2023.

Based on Winthrop Advisory Group's 13F filing for Q4 2023, filed 10 Jan 2024.