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Avior Wealth Management’s Prospect Capital PSEC Stock Holding History

Avior 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
2024
Q3 		– Sell
-2,662
Closed -$14.7K – 2395
2024
Q2 		$14.7K Buy
+2,662
New +$14.6K ﹤0.01% 1411

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

Avior Wealth Management's PSEC Position: Q3 2024 in Review

Avior Wealth Management sold out of Prospect Capital (PSEC) in Q3 2024, closing a stake of 2,662 shares — an estimated $14.7K sold.

Avior Wealth Management first reported a position in PSEC in Q2 2024 and held it in 1 quarter. The position peaked at $14.7K in Q2 2024. 226 funds tracked by Wall St. Rank hold PSEC as of Q3 2024.

  • Avior Wealth Management reported no remaining Prospect Capital position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2,662 Prospect Capital shares in Q3 2024, an estimated $14.7K.
  • Avior Wealth Management first reported a position in Prospect Capital in Q2 2024 and held it in 1 quarter.
  • Avior Wealth Management's Prospect Capital position peaked at $14.7K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.