WFS
FSCO

Widmann Financial Services’s FS Credit Opportunities Corp FSCO Stock Holding History

Widmann Financial Services’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
-18,258
Closed -$116K – 116
2024
Q2 		$116K Buy
+18,258
New +$112K 0.09% 121
2024
Q1 		– Sell
-18,258
Closed -$104K – 98
2023
Q4 		$104K Hold
18,258
– – 0.09% 93
2023
Q3 		$99K Hold
18,258
– – 0.1% 84
2023
Q2 		$86.7K Buy
18,258
+6,086
+50% +$27K 0.08% 87
2023
Q1 		$52.2K Buy
+12,172
New +$56.6K 0.05% 80

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 $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 $541M AUM 12.14% 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

Widmann Financial Services's FSCO Position: Q3 2024 in Review

Widmann Financial Services sold out of FS Credit Opportunities Corp (FSCO) in Q3 2024, closing a stake of 18,258 shares — an estimated $116K sold.

Widmann Financial Services first reported a position in FSCO in Q1 2023 and held it in 5 quarters. The position peaked at $116K in Q2 2024. 263 funds tracked by Wall St. Rank hold FSCO as of Q3 2024.

  • Widmann Financial Services reported no remaining FS Credit Opportunities Corp position as of Q3 2024 after selling out during the quarter.
  • Widmann Financial Services sold 18,258 FS Credit Opportunities Corp shares in Q3 2024, an estimated $116K.
  • Widmann Financial Services first reported a position in FS Credit Opportunities Corp in Q1 2023 and held it in 5 quarters.
  • Widmann Financial Services's FS Credit Opportunities Corp position peaked at $116K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.