HWMA
FSCO

Heritage Wealth Management (Arizona)’s FS Credit Opportunities Corp FSCO Stock Holding History

Heritage Wealth Management (Arizona)’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
-36,764
Closed -$218K – 178
2024
Q1 		$218K Hold
36,764
– – 0.11% 168
2023
Q4 		$208K Buy
+36,764
New +$206K 0.11% 160
2022
Q4 		$89K Buy
+18,888
New +$91.6K 0.01% 428

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Cambridge Investment Research Advisors
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TJHA
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WWMSC
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cetera Investment Advisers
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LPL Financial
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FSCO Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of FS Credit Opportunities Corp (FSCO) in Q2 2024, closing a stake of 36,764 shares — an estimated $218K sold.

Heritage Wealth Management (Arizona) first reported a position in FSCO in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q1 2024. 265 funds tracked by Wall St. Rank hold FSCO as of Q2 2024.

  • Heritage Wealth Management (Arizona) reported no remaining FS Credit Opportunities Corp position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 36,764 FS Credit Opportunities Corp shares in Q2 2024, an estimated $218K.
  • Heritage Wealth Management (Arizona) first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s FS Credit Opportunities Corp position peaked at $218K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.