SFC
FSCO icon

Strategic Financial Concepts’s FS Credit Opportunities Corp FSCO Stock Holding History

Strategic Financial Concepts’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
-30,316
Closed -$4.66K – 405
2024
Q2 		$4.66K Buy
+30,316
New +$186K ﹤0.01% 486

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Strategic Financial Concepts's FSCO Position: Q3 2024 in Review

Strategic Financial Concepts sold out of FS Credit Opportunities Corp (FSCO) in Q3 2024, closing a stake of 30,316 shares — an estimated $4.66K sold.

Strategic Financial Concepts first reported a position in FSCO in Q2 2024 and held it in 1 quarter. The position peaked at $4.66K in Q2 2024. 263 funds tracked by Wall St. Rank hold FSCO as of Q3 2024.

  • Strategic Financial Concepts reported no remaining FS Credit Opportunities Corp position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 30,316 FS Credit Opportunities Corp shares in Q3 2024, an estimated $4.66K.
  • Strategic Financial Concepts first reported a position in FS Credit Opportunities Corp in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's FS Credit Opportunities Corp position peaked at $4.66K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.