SW
FSCO

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

Simplicity Wealth’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
Q3 		– Sell
-55,095
Closed -$351K – 750
2024
Q2 		$351K Buy
55,095
+4,393
+9% +$27K 0.01% 897
2024
Q1 		$301K Buy
+50,702
New +$292K 0.01% 916

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Simplicity Wealth's FSCO Position: Q3 2024 in Review

Simplicity Wealth sold out of FS Credit Opportunities Corp (FSCO) in Q3 2024, closing a stake of 55,095 shares — an estimated $351K sold.

Simplicity Wealth first reported a position in FSCO in Q1 2024 and held it in 2 quarters. The position peaked at $351K in Q2 2024. 263 funds tracked by Wall St. Rank hold FSCO as of Q3 2024.

  • Simplicity Wealth reported no remaining FS Credit Opportunities Corp position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 55,095 FS Credit Opportunities Corp shares in Q3 2024, an estimated $351K.
  • Simplicity Wealth first reported a position in FS Credit Opportunities Corp in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's FS Credit Opportunities Corp position peaked at $351K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.