Advocacy Wealth Management Services’s Prospect Capital PSEC Stock Holding History

Advocacy Wealth Management 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
2022 Q4	–	Sell	-5,100	Closed	-$34K	–	109
2022 Q3	$34K	Hold	5,100	–	–	0.01%	54
2022 Q2	$36K	Hold	5,100	–	–	0.01%	56
2022 Q1	$43K	Hold	5,100	–	–	0.01%	51
2021 Q4	$43K	Hold	5,100	–	–	0.01%	59
2021 Q3	$39K	Hold	5,100	–	–	0.01%	61
2021 Q2	$43K	Hold	5,100	–	–	0.01%	68
2021 Q1	$40K	Hold	5,100	–	–	0.01%	63
2020 Q4	$28K	Hold	5,100	–	–	﹤0.01%	73
2020 Q3	$26K	Hold	5,100	–	–	﹤0.01%	70
2020 Q2	$26K	Hold	5,100	–	–	0.01%	72
2020 Q1	$20K	Hold	5,100	–	–	﹤0.01%	76
2019 Q4	$33K	Hold	5,100	–	–	0.01%	65
2019 Q3	$34K	Hold	5,100	–	–	0.02%	58
2019 Q2	$33K	Hold	5,100	–	–	0.02%	54
2019 Q1	$33K	Hold	5,100	–	–	0.04%	45
2018 Q4	$32K	Hold	5,100	–	–	0.02%	53
2018 Q3	$37K	Hold	5,100	–	–	0.02%	54
2018 Q2	$34K	Hold	5,100	–	–	0.02%	56
2018 Q1	$33K	Hold	5,100	–	–	0.02%	57
2017 Q4	$34K	Sell	5,100 -3,100	-38%	-$20.2K	0.02%	69
2017 Q3	$55K	Sell	8,200 -500	-6%	-$3.75K	0.02%	62
2017 Q2	$71K	Sell	8,700 -2,000	-19%	-$17.2K	0.03%	60
2017 Q1	$97K	Hold	10,700	–	–	0.03%	50
2016 Q4	$89K	Sell	10,700 -1,300	-11%	-$10.4K	0.03%	48
2016 Q3	$97K	Sell	12,000 -1,500	-11%	-$12.4K	0.04%	74
2016 Q2	$106K	Sell	13,500 -13,075	-49%	-$98.5K	0.05%	96
2016 Q1	$193K	Sell	26,575 -29,050	-52%	-$193K	0.13%	91
2015 Q4	$393K	Buy	+55,625	New	+$404K	0.44%	56
2013 Q3	$330K	Sell	29,525 -4,500	-13%	-$50K	0.9%	27
2013 Q2	$367K	Buy	+34,025	New	+$364K	1.46%	17

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

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

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

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

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advocacy Wealth Management Services's PSEC Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Prospect Capital (PSEC) in Q4 2022, closing a stake of 5,100 shares — an estimated $34K sold.

Advocacy Wealth Management Services first reported a position in PSEC in Q2 2013 and held it in 30 quarters. The position peaked at $393K in Q4 2015. 246 funds tracked by Wall St. Rank hold PSEC as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Prospect Capital position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 5,100 Prospect Capital shares in Q4 2022, an estimated $34K.
Advocacy Wealth Management Services first reported a position in Prospect Capital in Q2 2013 and held it in 30 quarters.
Advocacy Wealth Management Services's Prospect Capital position peaked at $393K in Q4 2015.
246 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.