MWC
FSCO

MBM Wealth Consultants’s FS Credit Opportunities Corp FSCO Stock Holding History

MBM Wealth Consultants’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
-13,011
Closed -$74.9K – 108
2023
Q4 		$74.9K Hold
13,011
– – 0.03% 106
2023
Q3 		$70.3K Buy
+13,011
New +$67.2K 0.03% 106
2023
Q2 		– Sell
-4,337
Closed -$39K – 168
2023
Q1 		$39K Hold
4,337
– – 0.02% 166
2022
Q4 		$20K Buy
+4,337
New +$21K 0.01% 201

Other funds holding FSCO

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Cambridge Investment Research Advisors
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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

MBM Wealth Consultants's FSCO Position: Q1 2024 in Review

MBM Wealth Consultants sold out of FS Credit Opportunities Corp (FSCO) in Q1 2024, closing a stake of 13,011 shares — an estimated $74.9K sold.

MBM Wealth Consultants first reported a position in FSCO in Q4 2022 and held it in 4 quarters. The position peaked at $74.9K in Q4 2023. 269 funds tracked by Wall St. Rank hold FSCO as of Q1 2024.

  • MBM Wealth Consultants reported no remaining FS Credit Opportunities Corp position as of Q1 2024 after selling out during the quarter.
  • MBM Wealth Consultants sold 13,011 FS Credit Opportunities Corp shares in Q1 2024, an estimated $74.9K.
  • MBM Wealth Consultants first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 4 quarters.
  • MBM Wealth Consultants's FS Credit Opportunities Corp position peaked at $74.9K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2024.

Based on MBM Wealth Consultants's 13F filing for Q1 2024, filed 18 Apr 2024.