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Atlas Private Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Atlas Private Wealth Advisors’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
Q4 		– Sell
-8,001
Closed -$62K – 566
2021
Q3 		$62K Hold
8,001
– – 0.03% 217
2021
Q2 		$67K Sell
8,001
-3,000
-27% -$25.1K 0.04% 208
2021
Q1 		$84K Hold
11,001
– – 0.05% 179
2020
Q4 		$60K Sell
11,001
-1,999
-15% -$10.5K 0.04% 199
2020
Q3 		$65K Hold
13,000
– – 0.05% 177
2020
Q2 		$66K Buy
+13,000
New +$60.9K 0.06% 175

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Private Wealth Advisors's PSEC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Prospect Capital (PSEC) in Q4 2021, closing a stake of 8,001 shares — an estimated $62K sold.

Atlas Private Wealth Advisors first reported a position in PSEC in Q2 2020 and held it in 6 quarters. The position peaked at $84K in Q1 2021. 228 funds tracked by Wall St. Rank hold PSEC as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Prospect Capital position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 8,001 Prospect Capital shares in Q4 2021, an estimated $62K.
  • Atlas Private Wealth Advisors first reported a position in Prospect Capital in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Prospect Capital position peaked at $84K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.