Colonial Trust Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

Colonial Trust 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
2024 Q2	–	Sell	-3,579	Closed	-$21.2K	–	866
2024 Q1	$21.2K	Sell	3,579 -2,250	-39%	-$12.9K	﹤0.01%	461
2023 Q4	$33K	Sell	5,829 -3,902	-40%	-$21.9K	﹤0.01%	365
2023 Q3	$52.7K	Hold	9,731	–	–	0.01%	322
2023 Q2	$46.2K	Sell	9,731 -9	-0.1%	-$40	0.01%	345
2023 Q1	$43.2K	Buy	9,740 +7,797	+401%	+$36.3K	0.01%	348
2022 Q4	$9.15K	Buy	+1,943	New	+$9.42K	﹤0.01%	531

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Colonial Trust Advisors's FSCO Position: Q2 2024 in Review

Colonial Trust Advisors sold out of FS Credit Opportunities Corp (FSCO) in Q2 2024, closing a stake of 3,579 shares — an estimated $21.2K sold.

Colonial Trust Advisors first reported a position in FSCO in Q4 2022 and held it in 6 quarters. The position peaked at $52.7K in Q3 2023. 265 funds tracked by Wall St. Rank hold FSCO as of Q2 2024.

Colonial Trust Advisors reported no remaining FS Credit Opportunities Corp position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 3,579 FS Credit Opportunities Corp shares in Q2 2024, an estimated $21.2K.
Colonial Trust Advisors first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 6 quarters.
Colonial Trust Advisors's FS Credit Opportunities Corp position peaked at $52.7K in Q3 2023.
265 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.