PGF
FSCO

Plan Group Financial’s FS Credit Opportunities Corp FSCO Stock Holding History

Plan Group Financial’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
-21,281
Closed -$115K – 75
2023
Q3 		$115K Buy
+21,281
New +$110K 0.08% 69

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
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

Plan Group Financial's FSCO Position: Q4 2023 in Review

Plan Group Financial sold out of FS Credit Opportunities Corp (FSCO) in Q4 2023, closing a stake of 21,281 shares — an estimated $115K sold.

Plan Group Financial first reported a position in FSCO in Q3 2023 and held it in 1 quarter. The position peaked at $115K in Q3 2023. 266 funds tracked by Wall St. Rank hold FSCO as of Q4 2023.

  • Plan Group Financial reported no remaining FS Credit Opportunities Corp position as of Q4 2023 after selling out during the quarter.
  • Plan Group Financial sold 21,281 FS Credit Opportunities Corp shares in Q4 2023, an estimated $115K.
  • Plan Group Financial first reported a position in FS Credit Opportunities Corp in Q3 2023 and held it in 1 quarter.
  • Plan Group Financial's FS Credit Opportunities Corp position peaked at $115K in Q3 2023.
  • 266 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2023.

Based on Plan Group Financial's 13F filing for Q4 2023, filed 29 Jan 2024.