WAG
FSCO

Winthrop Advisory Group’s FS Credit Opportunities Corp FSCO Stock Holding History

Winthrop Advisory 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
2024
Q2 		– Sell
-54,826
Closed -$325K – 149
2024
Q1 		$325K Buy
+54,826
New +$315K 0.05% 109
2023
Q4 		– Sell
-90,149
Closed -$489K – 140
2023
Q3 		$489K Sell
90,149
-52,044
-37% -$269K 0.08% 74
2023
Q2 		$675K Buy
+142,193
New +$630K 0.11% 63

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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Winthrop Advisory Group's FSCO Position: Q2 2024 in Review

Winthrop Advisory Group sold out of FS Credit Opportunities Corp (FSCO) in Q2 2024, closing a stake of 54,826 shares — an estimated $325K sold.

Winthrop Advisory Group first reported a position in FSCO in Q2 2023 and held it in 3 quarters. The position peaked at $675K in Q2 2023. 265 funds tracked by Wall St. Rank hold FSCO as of Q2 2024.

  • Winthrop Advisory Group reported no remaining FS Credit Opportunities Corp position as of Q2 2024 after selling out during the quarter.
  • Winthrop Advisory Group sold 54,826 FS Credit Opportunities Corp shares in Q2 2024, an estimated $325K.
  • Winthrop Advisory Group first reported a position in FS Credit Opportunities Corp in Q2 2023 and held it in 3 quarters.
  • Winthrop Advisory Group's FS Credit Opportunities Corp position peaked at $675K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2024.

Based on Winthrop Advisory Group's 13F filing for Q2 2024, filed 18 Jul 2024.