Number of Shares
1,596.00
Current Holdings Value*
$184,510.00
% of Portfolio
0.02%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
82.28%

ATLAS CAPITAL ADVISORS INC.'s KKR & Co Inc Holding Summary

As of 2025-03-31, ATLAS CAPITAL ADVISORS INC. held 1,596.00 shares of KKR & Co Inc(KKR), totaling $184,510.00. This investment constitutes 0.02% of their stock portfolio, and ATLAS CAPITAL ADVISORS INC. now holds 0% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2022Q2. And since then ATLAS CAPITAL ADVISORS INC. has made 4 purchases of KKR, at an average price of $72.62, for a total of 16,906.00 shares. In addition, there have been 3 sales at an average price of $132.95 for 15,310.00 shares. Based on historical transaction data and KKR's current price of $126.87, ATLAS CAPITAL ADVISORS INC.'s estimated gain on his KKR holdings is $1.01 Mil, reflecting a 82.28% gain to date.

ATLAS CAPITAL ADVISORS INC. KKR ($126.87) Holding Chart

ATLAS CAPITAL ADVISORS INC. KKR ($126.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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