Corient Private Wealth’s FS Credit Opportunities Corp FSCO Stock Holding History

Corient Private Wealth’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
2025 Q1	–	Sell	-13,158	Closed	-$89.7K	–	2341
2024 Q4	$89.7K	Sell	13,158 -902	-6%	-$5.98K	﹤0.01%	2235
2024 Q3	$89.3K	Sell	14,060 -53	-0.4%	-$334	﹤0.01%	2345
2024 Q2	$89.9K	Buy	14,113 +955	+7%	+$5.87K	﹤0.01%	2227
2024 Q1	$78K	Hold	13,158	–	–	﹤0.01%	2204
2023 Q4	$74.6K	Hold	13,158	–	–	﹤0.01%	2174
2023 Q3	$71.3K	Hold	13,158	–	–	﹤0.01%	2056
2023 Q2	$62.5K	Buy	+13,158	New	+$58.3K	﹤0.01%	2008

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth's FSCO Position: Q1 2025 in Review

Corient Private Wealth sold out of FS Credit Opportunities Corp (FSCO) in Q1 2025, closing a stake of 13,158 shares — an estimated $89.7K sold.

Corient Private Wealth first reported a position in FSCO in Q2 2023 and held it in 7 quarters. The position peaked at $89.9K in Q2 2024. 264 funds tracked by Wall St. Rank hold FSCO as of Q1 2025.

Corient Private Wealth reported no remaining FS Credit Opportunities Corp position as of Q1 2025 after selling out during the quarter.
Corient Private Wealth sold 13,158 FS Credit Opportunities Corp shares in Q1 2025, an estimated $89.7K.
Corient Private Wealth first reported a position in FS Credit Opportunities Corp in Q2 2023 and held it in 7 quarters.
Corient Private Wealth's FS Credit Opportunities Corp position peaked at $89.9K in Q2 2024.
264 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.