Acorn Financial Advisory Services’s Prospect Capital PSEC Stock Holding History

Acorn Financial Advisory Services’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
2021 Q3	–	Sell	-20,072	Closed	-$168K	–	234
2021 Q2	$168K	Hold	20,072	–	–	0.05%	230
2021 Q1	$160K	Sell	20,072 -813	-4%	-$5.61K	0.06%	200
2020 Q4	$112K	Buy	20,885 +26	+0.1%	+$137	0.04%	219
2020 Q3	$106K	Buy	20,859 +28	+0.1%	+$141	0.06%	198
2020 Q2	$108K	Buy	20,831 +28	+0.1%	+$131	0.08%	186
2020 Q1	$88K	Sell	20,803 -2,995	-13%	-$17.7K	0.09%	159
2019 Q4	$153K	Buy	+23,798	New	+$155K	0.13%	160

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Acorn Financial Advisory Services's PSEC Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of Prospect Capital (PSEC) in Q3 2021, closing a stake of 20,072 shares — an estimated $168K sold.

Acorn Financial Advisory Services first reported a position in PSEC in Q4 2019 and held it in 7 quarters. The position peaked at $168K in Q2 2021. 194 funds tracked by Wall St. Rank hold PSEC as of Q3 2021.

Acorn Financial Advisory Services reported no remaining Prospect Capital position as of Q3 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 20,072 Prospect Capital shares in Q3 2021, an estimated $168K.
Acorn Financial Advisory Services first reported a position in Prospect Capital in Q4 2019 and held it in 7 quarters.
Acorn Financial Advisory Services's Prospect Capital position peaked at $168K in Q2 2021.
194 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.