CFO4Life Group’s Prospect Capital PSEC Stock Holding History

CFO4Life Group’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	-14,000	Closed	-$87K	–	188
2022 Q3	$87K	Buy	+14,000	New	+$105K	0.02%	149
2019 Q1	–	Sell	-11,676	Closed	-$74K	–	129
2018 Q4	$74K	Hold	11,676	–	–	0.03%	118
2018 Q3	$86K	Hold	11,676	–	–	0.04%	126
2018 Q2	$78K	Hold	11,676	–	–	0.03%	122
2018 Q1	$76K	Hold	11,676	–	–	0.06%	95
2017 Q4	$79K	Hold	11,676	–	–	0.06%	101
2017 Q3	$78K	Hold	11,676	–	–	0.06%	100
2017 Q2	$95K	Hold	11,676	–	–	0.09%	87
2017 Q1	$106K	Buy	+11,676	New	+$105K	0.1%	95

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CFO4Life Group's PSEC Position: Q4 2022 in Review

CFO4Life Group sold out of Prospect Capital (PSEC) in Q4 2022, closing a stake of 14,000 shares — an estimated $87K sold.

CFO4Life Group first reported a position in PSEC in Q1 2017 and held it in 9 quarters. The position peaked at $106K in Q1 2017. 246 funds tracked by Wall St. Rank hold PSEC as of Q4 2022.

CFO4Life Group reported no remaining Prospect Capital position as of Q4 2022 after selling out during the quarter.
CFO4Life Group sold 14,000 Prospect Capital shares in Q4 2022, an estimated $87K.
CFO4Life Group first reported a position in Prospect Capital in Q1 2017 and held it in 9 quarters.
CFO4Life Group's Prospect Capital position peaked at $106K in Q1 2017.
246 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2022.

Based on CFO4Life Group's 13F filing for Q4 2022, filed 3 Feb 2023.