SS
FSCO

Simplicity Solutions’s FS Credit Opportunities Corp FSCO Stock Holding History

Simplicity Solutions’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 		$329K Sell
58,018
-3,381
-6% -$19K 0.01% 804
2023
Q3 		$333K Buy
61,399
+12,712
+26% +$65.7K 0.01% 730
2023
Q2 		$231K Buy
+48,687
New +$216K 0.01% 925

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

Simplicity Solutions's FSCO Position: Q4 2023 in Review

Simplicity Solutions reduced its FS Credit Opportunities Corp (FSCO) stake by 5.5% in Q4 2023, selling an estimated $19K and leaving 58,018 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #804.

Simplicity Solutions first reported a position in FSCO in Q2 2023 and has held it in 3 quarters since. The position peaked at $333K in Q3 2023. 266 funds tracked by Wall St. Rank hold FSCO as of Q4 2023.

  • Simplicity Solutions held 58,018 shares of FS Credit Opportunities Corp worth $329K as of Q4 2023.
  • Simplicity Solutions sold 3,381 FS Credit Opportunities Corp shares in Q4 2023, an estimated $19K.
  • FS Credit Opportunities Corp made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #804 holding.
  • Simplicity Solutions first reported a position in FS Credit Opportunities Corp in Q2 2023 and has held it in 3 quarters since.
  • Simplicity Solutions's FS Credit Opportunities Corp position peaked at $333K in Q3 2023.
  • 266 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.