Richard W. Paul & Associates’s FS Credit Opportunities Corp FSCO Stock Holding History

Richard W. Paul & Associates’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
2025 Q1	–	Sell	-1,035	Closed	-$7.06K	–	406
2024 Q4	$7.06K	Hold	1,035	–	–	﹤0.01%	333
2024 Q3	$6.57K	Hold	1,035	–	–	﹤0.01%	337
2024 Q2	$6.59K	Hold	1,035	–	–	﹤0.01%	331
2024 Q1	$6.14K	Sell	1,035 -5,286	-84%	-$30.4K	﹤0.01%	345
2023 Q4	$35.8K	Hold	6,321	–	–	0.02%	225
2023 Q3	$34.3K	Hold	6,321	–	–	0.02%	218
2023 Q2	$30K	Buy	6,321 +1,762	+39%	+$7.81K	0.01%	238
2023 Q1	$20.2K	Buy	4,559 +1,762	+63%	+$8.2K	0.01%	266
2022 Q4	$13.2K	Buy	+2,797	New	+$13.6K	0.01%	296

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Richard W. Paul & Associates's FSCO Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of FS Credit Opportunities Corp (FSCO) in Q1 2025, closing a stake of 1,035 shares — an estimated $7.06K sold.

Richard W. Paul & Associates first reported a position in FSCO in Q4 2022 and held it in 9 quarters. The position peaked at $35.8K in Q4 2023. 264 funds tracked by Wall St. Rank hold FSCO as of Q1 2025.

Richard W. Paul & Associates reported no remaining FS Credit Opportunities Corp position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 1,035 FS Credit Opportunities Corp shares in Q1 2025, an estimated $7.06K.
Richard W. Paul & Associates first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's FS Credit Opportunities Corp position peaked at $35.8K in Q4 2023.
264 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.