Curi Wealth Management’s Prospect Capital PSEC Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-200	Closed	-$1K	–	572
2022 Q2	$1K	Buy	+200	New	+$1.54K	﹤0.01%	590

Other funds holding PSEC

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Curi Wealth Management's PSEC Position: Q3 2022 in Review

Curi Wealth Management sold out of Prospect Capital (PSEC) in Q3 2022, closing a stake of 200 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in PSEC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 229 funds tracked by Wall St. Rank hold PSEC as of Q3 2022.

Curi Wealth Management reported no remaining Prospect Capital position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 200 Prospect Capital shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Prospect Capital in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Prospect Capital position peaked at $1K in Q2 2022.
229 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.