AWM
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Accurate Wealth Management’s Prospect Capital PSEC Stock Holding History

Accurate Wealth Management’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-807
Closed -$5.7K – 1112
2022
Q4 		$5.7K Buy
+807
New +$5.8K ﹤0.01% 988

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Accurate Wealth Management's PSEC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Prospect Capital (PSEC) in Q1 2023, closing a stake of 807 shares — an estimated $5.7K sold.

Accurate Wealth Management first reported a position in PSEC in Q4 2022 and held it in 1 quarter. The position peaked at $5.7K in Q4 2022. 250 funds tracked by Wall St. Rank hold PSEC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Prospect Capital position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 807 Prospect Capital shares in Q1 2023, an estimated $5.7K.
  • Accurate Wealth Management first reported a position in Prospect Capital in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Prospect Capital position peaked at $5.7K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.