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Cape Investment Advisory’s FS Credit Opportunities Corp FSCO Stock Holding History

Cape Investment 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
Q1 		– Sell
-58,178
Closed -$330K – 1012
2023
Q4 		$330K Buy
+58,178
New +$326K 0.16% 100

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Cambridge Investment Research Advisors
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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cape Investment Advisory's FSCO Position: Q1 2024 in Review

Cape Investment Advisory sold out of FS Credit Opportunities Corp (FSCO) in Q1 2024, closing a stake of 58,178 shares — an estimated $330K sold.

Cape Investment Advisory first reported a position in FSCO in Q4 2023 and held it in 1 quarter. The position peaked at $330K in Q4 2023. 269 funds tracked by Wall St. Rank hold FSCO as of Q1 2024.

  • Cape Investment Advisory reported no remaining FS Credit Opportunities Corp position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 58,178 FS Credit Opportunities Corp shares in Q1 2024, an estimated $330K.
  • Cape Investment Advisory first reported a position in FS Credit Opportunities Corp in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's FS Credit Opportunities Corp position peaked at $330K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.