BFA
FSCO

Beacon Financial Advisory’s FS Credit Opportunities Corp FSCO Stock Holding History

Beacon Financial Advisory’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
2024
Q2 		– Sell
-15,228
Closed -$90.3K – 293
2024
Q1 		$90.3K Buy
15,228
+595
+4% +$3.42K 0.04% 235
2023
Q4 		$83K Buy
14,633
+442
+3% +$2.48K 0.04% 243
2023
Q3 		$76.9K Buy
+14,191
New +$73.3K 0.04% 217

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Beacon Financial Advisory's FSCO Position: Q2 2024 in Review

Beacon Financial Advisory sold out of FS Credit Opportunities Corp (FSCO) in Q2 2024, closing a stake of 15,228 shares — an estimated $90.3K sold.

Beacon Financial Advisory first reported a position in FSCO in Q3 2023 and held it in 3 quarters. The position peaked at $90.3K in Q1 2024. 265 funds tracked by Wall St. Rank hold FSCO as of Q2 2024.

  • Beacon Financial Advisory reported no remaining FS Credit Opportunities Corp position as of Q2 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 15,228 FS Credit Opportunities Corp shares in Q2 2024, an estimated $90.3K.
  • Beacon Financial Advisory first reported a position in FS Credit Opportunities Corp in Q3 2023 and held it in 3 quarters.
  • Beacon Financial Advisory's FS Credit Opportunities Corp position peaked at $90.3K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2024.

Based on Beacon Financial Advisory's 13F filing for Q2 2024, filed 26 Jul 2024.