AWM
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Abound Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Abound Wealth Management’s Portfolio FSCO Stock Details FSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,166
Closed -$76.2K – 1206
2023
Q1 		$76.2K Buy
17,166
+8,735
+104% +$40.7K 0.03% 96
2022
Q4 		$39.7K Buy
+8,431
New +$40.9K 0.02% 132

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Abound Wealth Management's FSCO Position: Q2 2023 in Review

Abound Wealth Management sold out of FS Credit Opportunities Corp (FSCO) in Q2 2023, closing a stake of 17,166 shares — an estimated $76.2K sold.

Abound Wealth Management first reported a position in FSCO in Q4 2022 and held it in 2 quarters. The position peaked at $76.2K in Q1 2023. 262 funds tracked by Wall St. Rank hold FSCO as of Q2 2023.

  • Abound Wealth Management reported no remaining FS Credit Opportunities Corp position as of Q2 2023 after selling out during the quarter.
  • Abound Wealth Management sold 17,166 FS Credit Opportunities Corp shares in Q2 2023, an estimated $76.2K.
  • Abound Wealth Management first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 2 quarters.
  • Abound Wealth Management's FS Credit Opportunities Corp position peaked at $76.2K in Q1 2023.
  • 262 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2023.

Based on Abound Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2024.