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Carmel Capital Partners’s Prospect Capital PSEC Stock Holding History

Carmel Capital Partners’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 		– Sell
-624
Closed -$3.77K – 556
2023
Q3 		$3.77K Buy
+624
New +$3.89K ﹤0.01% 577
2023
Q2 		– Sell
-9,850
Closed -$68.6K – 467
2023
Q1 		$68.6K Buy
+9,850
New +$71.5K 0.04% 224
2022
Q4 		– Sell
-16,600
Closed -$103K – 133
2022
Q3 		$103K Buy
16,600
+5,200
+46% +$38.8K 0.1% 113
2022
Q2 		$80K Hold
11,400
– – 0.07% 109
2022
Q1 		$94K Buy
11,400
+1,300
+13% +$10.8K 0.08% 118
2021
Q4 		$85K Buy
+10,100
New +$85K 0.06% 121

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Legal & General Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
XF
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carmel Capital Partners's PSEC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Prospect Capital (PSEC) in Q4 2023, closing a stake of 624 shares — an estimated $3.77K sold.

Carmel Capital Partners first reported a position in PSEC in Q4 2021 and held it in 6 quarters. The position peaked at $103K in Q3 2022. 244 funds tracked by Wall St. Rank hold PSEC as of Q4 2023.

  • Carmel Capital Partners reported no remaining Prospect Capital position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 624 Prospect Capital shares in Q4 2023, an estimated $3.77K.
  • Carmel Capital Partners first reported a position in Prospect Capital in Q4 2021 and held it in 6 quarters.
  • Carmel Capital Partners's Prospect Capital position peaked at $103K in Q3 2022.
  • 244 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.