Core Wealth Advisors (Florida)’s Prospect Capital PSEC Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-2,577	Closed	-$14.2K	–	194
2024 Q1	$14.2K	Buy	2,577 +83	+3%	+$478	﹤0.01%	165
2023 Q4	$14.9K	Buy	2,494 +79	+3%	+$455	0.01%	159
2023 Q3	$14.6K	Buy	2,415 +71	+3%	+$443	0.01%	133
2023 Q2	$14.5K	Buy	2,344 +68	+3%	+$437	0.01%	132
2023 Q1	$15.8K	Buy	2,276 +58	+3%	+$421	0.01%	126
2022 Q4	$15.5K	Buy	2,218 +57	+3%	+$410	0.01%	131
2022 Q3	$13K	Buy	2,161 +53	+3%	+$396	0.01%	128
2022 Q2	$15K	Buy	2,108 +52	+3%	+$400	0.01%	122
2022 Q1	$17K	Buy	2,056 +45	+2%	+$375	0.01%	128
2021 Q4	$17K	Buy	2,011 +45	+2%	+$379	0.01%	137
2021 Q3	$15K	Buy	1,966 +45	+2%	+$363	0.01%	122
2021 Q2	$16K	Buy	1,921 +43	+2%	+$359	0.01%	113
2021 Q1	$14K	Buy	1,878 +50	+3%	+$345	0.01%	105
2020 Q4	$10K	Buy	1,828 +64	+4%	+$337	0.01%	114
2020 Q3	$9K	Buy	1,764 +64	+4%	+$322	0.01%	106
2020 Q2	$9K	Hold	1,700	–	–	0.01%	91
2020 Q1	$7K	Hold	1,700	–	–	0.01%	94
2019 Q4	$11K	Buy	+1,700	New	+$11.1K	0.01%	86

Other funds holding PSEC

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

YDMI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Core Wealth Advisors (Florida)'s PSEC Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Prospect Capital (PSEC) in Q2 2024, closing a stake of 2,577 shares — an estimated $14.2K sold.

Core Wealth Advisors (Florida) first reported a position in PSEC in Q4 2019 and held it in 18 quarters. The position peaked at $17K in Q1 2022. 230 funds tracked by Wall St. Rank hold PSEC as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Prospect Capital position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 2,577 Prospect Capital shares in Q2 2024, an estimated $14.2K.
Core Wealth Advisors (Florida) first reported a position in Prospect Capital in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Prospect Capital position peaked at $17K in Q1 2022.
230 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.