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WR Wealth Planners’s FS KKR Capital FSK Stock Holding History

WR Wealth Planners’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
2024
Q4 		$456 Hold
21
– – ﹤0.01% 995
2024
Q3 		$414 Hold
21
– – ﹤0.01% 1051
2024
Q2 		$414 Hold
21
– – ﹤0.01% 1033
2024
Q1 		$400 Buy
+21
New +$416 ﹤0.01% 1055

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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 $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

WR Wealth Planners's FSK Position: Q4 2024 in Review

WR Wealth Planners held its FS KKR Capital (FSK) position steady in Q4 2024 at 21 shares worth $456. The position accounts for ﹤0.01% of the portfolio, ranked #995.

WR Wealth Planners first reported a position in FSK in Q1 2024 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • WR Wealth Planners held 21 shares of FS KKR Capital worth $456 as of Q4 2024.
  • WR Wealth Planners left its FS KKR Capital share count unchanged in Q4 2024.
  • FS KKR Capital made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #995 holding.
  • WR Wealth Planners first reported a position in FS KKR Capital in Q1 2024 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.