CWM
FSCO

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

Catalyst 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
Q1 		$71.2K Buy
16,042
+1,265
+9% +$5.89K 0.07% 120
2022
Q4 		$69.6K Buy
+14,777
New +$71.7K 0.07% 126

Other funds holding FSCO

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 $8.52B AUM 37.76% 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 $443M AUM 42.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $56.4B AUM 24.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Catalyst Wealth Management's FSCO Position: Q1 2023 in Review

Catalyst Wealth Management increased its FS Credit Opportunities Corp (FSCO) stake by 8.6% in Q1 2023, buying an estimated $5.89K and bringing the position to 16,042 shares worth $71.2K. The position accounts for 0.07% of the portfolio, ranked #120.

Catalyst Wealth Management first reported a position in FSCO in Q4 2022 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold FSCO as of Q1 2023.

  • Catalyst Wealth Management held 16,042 shares of FS Credit Opportunities Corp worth $71.2K as of Q1 2023.
  • Catalyst Wealth Management bought 1,265 FS Credit Opportunities Corp shares in Q1 2023, an estimated $5.89K.
  • FS Credit Opportunities Corp made up 0.07% of Catalyst Wealth Management's portfolio in Q1 2023, its #120 holding.
  • Catalyst Wealth Management first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.