MWM
FSCO

Mission Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Mission Wealth Management’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
-12,221
Closed -$66.2K – 595
2023
Q3 		$66.2K Hold
12,221
– – ﹤0.01% 538
2023
Q2 		$58K Buy
+12,221
New +$54.2K ﹤0.01% 539

Other funds holding FSCO

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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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mission Wealth Management's FSCO Position: Q4 2023 in Review

Mission Wealth Management sold out of FS Credit Opportunities Corp (FSCO) in Q4 2023, closing a stake of 12,221 shares — an estimated $66.2K sold.

Mission Wealth Management first reported a position in FSCO in Q2 2023 and held it in 2 quarters. The position peaked at $66.2K in Q3 2023. 266 funds tracked by Wall St. Rank hold FSCO as of Q4 2023.

  • Mission Wealth Management reported no remaining FS Credit Opportunities Corp position as of Q4 2023 after selling out during the quarter.
  • Mission Wealth Management sold 12,221 FS Credit Opportunities Corp shares in Q4 2023, an estimated $66.2K.
  • Mission Wealth Management first reported a position in FS Credit Opportunities Corp in Q2 2023 and held it in 2 quarters.
  • Mission Wealth Management's FS Credit Opportunities Corp position peaked at $66.2K in Q3 2023.
  • 266 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2023.

Based on Mission Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.