AIA
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Alera Investment Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

Alera Investment Advisors’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
Q1 		– Sell
-27,811
Closed -$131K – 175
2022
Q4 		$131K Buy
+27,811
New +$135K 0.03% 168

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Alera Investment Advisors's FSCO Position: Q1 2023 in Review

Alera Investment Advisors sold out of FS Credit Opportunities Corp (FSCO) in Q1 2023, closing a stake of 27,811 shares — an estimated $131K sold.

Alera Investment Advisors first reported a position in FSCO in Q4 2022 and held it in 1 quarter. The position peaked at $131K in Q4 2022. 226 funds tracked by Wall St. Rank hold FSCO as of Q1 2023.

  • Alera Investment Advisors reported no remaining FS Credit Opportunities Corp position as of Q1 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 27,811 FS Credit Opportunities Corp shares in Q1 2023, an estimated $131K.
  • Alera Investment Advisors first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 1 quarter.
  • Alera Investment Advisors's FS Credit Opportunities Corp position peaked at $131K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2023.

Based on Alera Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.