Align Wealth Management’s Prospect Capital PSEC Stock Holding History

Align 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
2022 Q4	$6.2K	Buy	+1,000	New	+$7.19K	0.01%	160

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Align Wealth Management's PSEC Position: Q4 2022 in Review

Align Wealth Management opened a new position in Prospect Capital (PSEC) in Q4 2022: 1,000 shares worth $6.2K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings.

245 funds tracked by Wall St. Rank hold PSEC as of Q4 2022.

Align Wealth Management held 1,000 shares of Prospect Capital worth $6.2K as of Q4 2022.
Prospect Capital was a new Align Wealth Management position in Q4 2022.
Prospect Capital made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #160 holding.
245 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.