WWG
FSCO

West Wealth Group’s FS Credit Opportunities Corp FSCO Stock Holding History

West Wealth Group’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 		– Sell
-11,936
Closed -$64.7K – 84
2023
Q3 		$64.7K Buy
11,936
+122
+1% +$630 0.03% 74
2023
Q2 		$56.1K Buy
+11,814
New +$52.4K 0.02% 73

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

West Wealth Group's FSCO Position: Q4 2023 in Review

West Wealth Group sold out of FS Credit Opportunities Corp (FSCO) in Q4 2023, closing a stake of 11,936 shares — an estimated $64.7K sold.

West Wealth Group first reported a position in FSCO in Q2 2023 and held it in 2 quarters. The position peaked at $64.7K in Q3 2023. 266 funds tracked by Wall St. Rank hold FSCO as of Q4 2023.

  • West Wealth Group reported no remaining FS Credit Opportunities Corp position as of Q4 2023 after selling out during the quarter.
  • West Wealth Group sold 11,936 FS Credit Opportunities Corp shares in Q4 2023, an estimated $64.7K.
  • West Wealth Group first reported a position in FS Credit Opportunities Corp in Q2 2023 and held it in 2 quarters.
  • West Wealth Group's FS Credit Opportunities Corp position peaked at $64.7K in Q3 2023.
  • 266 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2023.

Based on West Wealth Group's 13F filing for Q4 2023, filed 18 Jan 2024.