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Baystate Wealth Management’s Prospect Capital PSEC Stock Holding History

Baystate 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
2023
Q4 		$18.2K Buy
+3,031
New +$17.5K ﹤0.01% 579
2017
Q3 		– Sell
-1,142
Closed -$9K – 685
2017
Q2 		$9K Buy
+1,142
New +$9.79K ﹤0.01% 356

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LSV Asset Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
XF
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Baystate Wealth Management's PSEC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Prospect Capital (PSEC) in Q4 2023: 3,031 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in PSEC as recently as Q2 2017.

Baystate Wealth Management first reported a position in PSEC in Q2 2017 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold PSEC as of Q4 2023.

  • Baystate Wealth Management held 3,031 shares of Prospect Capital worth $18.2K as of Q4 2023.
  • Prospect Capital was a new Baystate Wealth Management position in Q4 2023.
  • Prospect Capital made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #579 holding.
  • Baystate Wealth Management first reported a position in Prospect Capital in Q2 2017 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.