Corient Private Wealth
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Corient Private Wealth’s Prospect Capital PSEC Stock Holding History

Corient Private Wealth’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
-10,135
Closed -$43.7K – 2414
2024
Q4 		$43.7K Sell
10,135
-16,061
-61% -$77K ﹤0.01% 2286
2024
Q3 		$140K Buy
26,196
+14,459
+123% +$76.7K ﹤0.01% 2279
2024
Q2 		$64.9K Sell
11,737
-927
-7% -$5.09K ﹤0.01% 2241
2024
Q1 		$69.9K Buy
12,664
+78
+0.6% +$449 ﹤0.01% 2214
2023
Q4 		$75.4K Buy
12,586
+1,371
+12% +$7.89K ﹤0.01% 2173
2023
Q3 		$67.9K Buy
+11,215
New +$69.9K ﹤0.01% 2060

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Balyasny Asset Management
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Morgan Stanley
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Legal & General Group
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UBS Group
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TJHA
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Commonwealth Equity Services
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BlackRock
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Corient Private Wealth's PSEC Position: Q1 2025 in Review

Corient Private Wealth sold out of Prospect Capital (PSEC) in Q1 2025, closing a stake of 10,135 shares — an estimated $43.7K sold.

Corient Private Wealth first reported a position in PSEC in Q3 2023 and held it in 6 quarters. The position peaked at $140K in Q3 2024. 224 funds tracked by Wall St. Rank hold PSEC as of Q1 2025.

  • Corient Private Wealth reported no remaining Prospect Capital position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,135 Prospect Capital shares in Q1 2025, an estimated $43.7K.
  • Corient Private Wealth first reported a position in Prospect Capital in Q3 2023 and held it in 6 quarters.
  • Corient Private Wealth's Prospect Capital position peaked at $140K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.