DBRC
FSCO

D.B. Root & Company’s FS Credit Opportunities Corp FSCO Stock Holding History

D.B. Root & Company’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
-18,330
Closed -$104K – 182
2023
Q4 		$104K Sell
18,330
-13,629
-43% -$76.4K 0.04% 163
2023
Q3 		$173K Hold
31,959
– – 0.07% 163
2023
Q2 		$152K Sell
31,959
-910
-3% -$4.03K 0.06% 167
2023
Q1 		$146K Buy
+32,869
New +$153K 0.06% 164

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.B. Root & Company's FSCO Position: Q1 2024 in Review

D.B. Root & Company sold out of FS Credit Opportunities Corp (FSCO) in Q1 2024, closing a stake of 18,330 shares — an estimated $104K sold.

D.B. Root & Company first reported a position in FSCO in Q1 2023 and held it in 4 quarters. The position peaked at $173K in Q3 2023. 269 funds tracked by Wall St. Rank hold FSCO as of Q1 2024.

  • D.B. Root & Company reported no remaining FS Credit Opportunities Corp position as of Q1 2024 after selling out during the quarter.
  • D.B. Root & Company sold 18,330 FS Credit Opportunities Corp shares in Q1 2024, an estimated $104K.
  • D.B. Root & Company first reported a position in FS Credit Opportunities Corp in Q1 2023 and held it in 4 quarters.
  • D.B. Root & Company's FS Credit Opportunities Corp position peaked at $173K in Q3 2023.
  • 269 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2024.

Based on D.B. Root & Company's 13F filing for Q1 2024, filed 17 Apr 2024.