AWM
PSEC icon

Axxcess Wealth Management’s Prospect Capital PSEC Stock Holding History

Axxcess 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 		– Sell
-58,089
Closed -$360K – 662
2022
Q3 		$360K Hold
58,089
– – 0.03% 370
2022
Q2 		$406K Buy
58,089
+8,308
+17% +$63.8K 0.04% 346
2022
Q1 		$412K Buy
+49,781
New +$414K 0.03% 401

Other funds holding PSEC

YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Prospect Capital (PSEC) in Q4 2022, closing a stake of 58,089 shares — an estimated $360K sold.

Axxcess Wealth Management first reported a position in PSEC in Q1 2022 and held it in 3 quarters. The position peaked at $412K in Q1 2022. 246 funds tracked by Wall St. Rank hold PSEC as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Prospect Capital position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 58,089 Prospect Capital shares in Q4 2022, an estimated $360K.
  • Axxcess Wealth Management first reported a position in Prospect Capital in Q1 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Prospect Capital position peaked at $412K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.