TW
FSCO

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

Transform 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
Q1 		– Sell
-17,545
Closed -$99.5K – 230
2023
Q4 		$99.5K Hold
17,545
– – 0.01% 238
2023
Q3 		$95.1K Hold
17,545
– – 0.01% 237
2023
Q2 		$83.3K Buy
17,545
+5,240
+43% +$23.2K 0.01% 259
2023
Q1 		$54.6K Buy
+12,305
New +$57.3K 0.01% 251

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Transform Wealth's FSCO Position: Q1 2024 in Review

Transform Wealth sold out of FS Credit Opportunities Corp (FSCO) in Q1 2024, closing a stake of 17,545 shares — an estimated $99.5K sold.

Transform Wealth first reported a position in FSCO in Q1 2023 and held it in 4 quarters. The position peaked at $99.5K in Q4 2023. 269 funds tracked by Wall St. Rank hold FSCO as of Q1 2024.

  • Transform Wealth reported no remaining FS Credit Opportunities Corp position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 17,545 FS Credit Opportunities Corp shares in Q1 2024, an estimated $99.5K.
  • Transform Wealth first reported a position in FS Credit Opportunities Corp in Q1 2023 and held it in 4 quarters.
  • Transform Wealth's FS Credit Opportunities Corp position peaked at $99.5K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.