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Investment Advisory Group’s FS Credit Opportunities Corp FSCO Stock Holding History

Investment Advisory Group’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
2023
Q4 		– Sell
-11,004
Closed -$59.6K – 149
2023
Q3 		$59.6K Buy
11,004
+352
+3% +$1.82K 0.03% 142
2023
Q2 		$50.6K Sell
10,652
-3,095
-23% -$13.7K 0.03% 146
2023
Q1 		$61K Buy
+13,747
New +$64K 0.04% 134

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Cambridge Investment Research Advisors
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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Investment Advisory Group's FSCO Position: Q4 2023 in Review

Investment Advisory Group sold out of FS Credit Opportunities Corp (FSCO) in Q4 2023, closing a stake of 11,004 shares — an estimated $59.6K sold.

Investment Advisory Group first reported a position in FSCO in Q1 2023 and held it in 3 quarters. The position peaked at $61K in Q1 2023. 266 funds tracked by Wall St. Rank hold FSCO as of Q4 2023.

  • Investment Advisory Group reported no remaining FS Credit Opportunities Corp position as of Q4 2023 after selling out during the quarter.
  • Investment Advisory Group sold 11,004 FS Credit Opportunities Corp shares in Q4 2023, an estimated $59.6K.
  • Investment Advisory Group first reported a position in FS Credit Opportunities Corp in Q1 2023 and held it in 3 quarters.
  • Investment Advisory Group's FS Credit Opportunities Corp position peaked at $61K in Q1 2023.
  • 266 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2023.

Based on Investment Advisory Group's 13F filing for Q4 2023, filed 30 Jan 2024.