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Doyle Wealth Management’s Prospect Capital PSEC Stock Holding History

Doyle 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
Q2 		– Sell
-14,047
Closed -$116K – 243
2022
Q1 		$116K Buy
+14,047
New +$117K 0.01% 240
2019
Q1 		– Sell
-1,202
Closed -$8K – 593
2018
Q4 		$8K Buy
+1,202
New +$8.12K ﹤0.01% 665

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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Doyle Wealth Management's PSEC Position: Q2 2022 in Review

Doyle Wealth Management sold out of Prospect Capital (PSEC) in Q2 2022, closing a stake of 14,047 shares — an estimated $116K sold.

Doyle Wealth Management first reported a position in PSEC in Q4 2018 and held it in 2 quarters. The position peaked at $116K in Q1 2022. 227 funds tracked by Wall St. Rank hold PSEC as of Q2 2022.

  • Doyle Wealth Management reported no remaining Prospect Capital position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 14,047 Prospect Capital shares in Q2 2022, an estimated $116K.
  • Doyle Wealth Management first reported a position in Prospect Capital in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Prospect Capital position peaked at $116K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.