FWM
PSEC icon

Focused Wealth Management’s Prospect Capital PSEC Stock Holding History

Focused 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
2024
Q1 		– Sell
-11,914
Closed -$71.4K – 763
2023
Q4 		$71.4K Buy
11,914
+11,003
+1,208% +$63.4K 0.01% 261
2023
Q3 		$5.51K Buy
911
+3
+0.3% +$19 ﹤0.01% 632
2023
Q2 		$5.63K Buy
908
+3
+0.3% +$19 ﹤0.01% 646
2023
Q1 		$6.3K Buy
905
+2
+0.2% +$15 ﹤0.01% 624
2022
Q4 		$6.31K Buy
903
+3
+0.3% +$22 ﹤0.01% 605
2022
Q3 		$6K Buy
900
+600
+200% +$4.48K ﹤0.01% 600
2022
Q2 		$2K Hold
300
– – ﹤0.01% 748
2022
Q1 		$2K Buy
+300
New +$2.5K ﹤0.01% 804

Other funds holding PSEC

VanEck Associates
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focused Wealth Management's PSEC Position: Q1 2024 in Review

Focused Wealth Management sold out of Prospect Capital (PSEC) in Q1 2024, closing a stake of 11,914 shares — an estimated $71.4K sold.

Focused Wealth Management first reported a position in PSEC in Q1 2022 and held it in 8 quarters. The position peaked at $71.4K in Q4 2023. 232 funds tracked by Wall St. Rank hold PSEC as of Q1 2024.

  • Focused Wealth Management reported no remaining Prospect Capital position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 11,914 Prospect Capital shares in Q1 2024, an estimated $71.4K.
  • Focused Wealth Management first reported a position in Prospect Capital in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Prospect Capital position peaked at $71.4K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.