Forvis Mazars Wealth Advisors’s FS Credit Opportunities Corp FSCO Stock Holding History

Forvis Mazars Wealth 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 Q1	–	Sell	-12,048	Closed	-$68.3K	–	396
2023 Q4	$68.3K	Hold	12,048	–	–	﹤0.01%	384
2023 Q3	$65.3K	Hold	12,048	–	–	﹤0.01%	385
2023 Q2	$57.2K	Sell	12,048 -25,578	-68%	-$113K	﹤0.01%	405
2023 Q1	$167K	Buy	37,626 +19,837	+112%	+$92.3K	0.01%	398
2022 Q4	$83.8K	Buy	+17,789	New	+$86.3K	﹤0.01%	385

Other funds holding FSCO

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

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

Forvis Mazars Wealth Advisors's FSCO Position: Q1 2024 in Review

Forvis Mazars Wealth Advisors sold out of FS Credit Opportunities Corp (FSCO) in Q1 2024, closing a stake of 12,048 shares — an estimated $68.3K sold.

Forvis Mazars Wealth Advisors first reported a position in FSCO in Q4 2022 and held it in 5 quarters. The position peaked at $167K in Q1 2023. 269 funds tracked by Wall St. Rank hold FSCO as of Q1 2024.

Forvis Mazars Wealth Advisors reported no remaining FS Credit Opportunities Corp position as of Q1 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 12,048 FS Credit Opportunities Corp shares in Q1 2024, an estimated $68.3K.
Forvis Mazars Wealth Advisors first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's FS Credit Opportunities Corp position peaked at $167K in Q1 2023.
269 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.