WWP
FSCO

WR Wealth Planners’s FS Credit Opportunities Corp FSCO Stock Holding History

WR Wealth Planners’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
Q4 		$56.6K Sell
8,304
-7,436
-47% -$49.3K 0.02% 302
2024
Q3 		$99.9K Hold
15,740
– – 0.03% 263
2024
Q2 		$100K Buy
15,740
+1,955
+14% +$12K 0.03% 254
2024
Q1 		$81.7K Hold
13,785
– – 0.03% 276
2023
Q4 		$78.2K Hold
13,785
– – 0.03% 178
2023
Q3 		$74.7K Hold
13,785
– – 0.03% 275
2023
Q2 		$65.5K Buy
13,785
+4,595
+50% +$20.4K 0.03% 285
2023
Q1 		$40.8K Buy
9,190
+4,595
+100% +$21.4K 0.02% 342
2022
Q4 		$21.6K Buy
+4,595
New +$22.3K 0.01% 211

Other funds holding FSCO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WR Wealth Planners's FSCO Position: Q4 2024 in Review

WR Wealth Planners reduced its FS Credit Opportunities Corp (FSCO) stake by 47% in Q4 2024, selling an estimated $49.3K and leaving 8,304 shares worth $56.6K. The position accounts for 0.02% of the portfolio, ranked #302.

WR Wealth Planners first reported a position in FSCO in Q4 2022 and has held it in 9 quarters since. The position peaked at $100K in Q2 2024. 273 funds tracked by Wall St. Rank hold FSCO as of Q4 2024.

  • WR Wealth Planners held 8,304 shares of FS Credit Opportunities Corp worth $56.6K as of Q4 2024.
  • WR Wealth Planners sold 7,436 FS Credit Opportunities Corp shares in Q4 2024, an estimated $49.3K.
  • FS Credit Opportunities Corp made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #302 holding.
  • WR Wealth Planners first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 9 quarters since.
  • WR Wealth Planners's FS Credit Opportunities Corp position peaked at $100K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.