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Coppell Advisory Solutions’s Prospect Capital PSEC Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,856
Closed -$7.91K – 1467
2024
Q4 		$7.91K Buy
1,856
+63
+4% +$302 ﹤0.01% 1191
2024
Q3 		$9.52K Buy
1,793
+59
+3% +$313 ﹤0.01% 1097
2024
Q2 		$9.59K Buy
+1,734
New +$9.52K ﹤0.01% 1015
2023
Q4 		$9.75K Buy
1,628
+163
+11% +$939 ﹤0.01% 941
2023
Q3 		$10.2K Sell
1,465
-83
-5% -$517 ﹤0.01% 602
2023
Q2 		$9.63K Buy
+1,548
New +$9.96K ﹤0.01% 697
2023
Q1 		– Sell
-1,465
Closed -$10.2K – 843
2022
Q4 		$10.2K Buy
+1,465
New +$10.5K ﹤0.01% 607

Other funds holding PSEC

VanEck Associates
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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

Coppell Advisory Solutions's PSEC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Prospect Capital (PSEC) in Q1 2025, closing a stake of 1,856 shares — an estimated $7.91K sold.

Coppell Advisory Solutions first reported a position in PSEC in Q4 2022 and held it in 7 quarters. The position peaked at $10.2K in Q3 2023. 224 funds tracked by Wall St. Rank hold PSEC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Prospect Capital position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,856 Prospect Capital shares in Q1 2025, an estimated $7.91K.
  • Coppell Advisory Solutions first reported a position in Prospect Capital in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Prospect Capital position peaked at $10.2K in Q3 2023.
  • 224 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.