A detailed history of Cypress Point Wealth Management, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 2,490 shares of KKR stock, worth $394,988. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,490
Previous 2,462 1.14%
Holding current value
$394,988
Previous $259,000 25.48%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$104.51 - $133.23 $2,926 - $3,730
28 Added 1.14%
2,490 $325,000
Q2 2024

Jul 26, 2024

BUY
$92.62 - $111.49 $926 - $1,114
10 Added 0.41%
2,462 $259,000
Q1 2024

May 07, 2024

BUY
$79.89 - $101.64 $195,890 - $249,221
2,452 New
2,452 $246,000
Q4 2021

Jan 27, 2022

SELL
$60.27 - $83.4 $140,127 - $193,905
-2,325 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$50.35 - $60.76 $117,063 - $141,267
2,325 New
2,325 $138,000

Others Institutions Holding KKR

About KKR & Co. Inc.


  • Ticker KKR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 859,833,024
  • Market Cap $136B
  • Description
  • KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm conside...
More about KKR
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