Forte Capital’s Prospect Capital PSEC Stock Holding History

Forte Capital’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	-64,158	Closed	-$354K	–	241
2024 Q1	$354K	Sell	64,158 -30,000	-32%	-$173K	0.04%	182
2023 Q4	$564K	Buy	+94,158	New	+$542K	0.08%	135

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

Forte Capital's PSEC Position: Q2 2024 in Review

Forte Capital sold out of Prospect Capital (PSEC) in Q2 2024, closing a stake of 64,158 shares — an estimated $354K sold.

Forte Capital first reported a position in PSEC in Q4 2023 and held it in 2 quarters. The position peaked at $564K in Q4 2023. 230 funds tracked by Wall St. Rank hold PSEC as of Q2 2024.

Forte Capital reported no remaining Prospect Capital position as of Q2 2024 after selling out during the quarter.
Forte Capital sold 64,158 Prospect Capital shares in Q2 2024, an estimated $354K.
Forte Capital first reported a position in Prospect Capital in Q4 2023 and held it in 2 quarters.
Forte Capital's Prospect Capital position peaked at $564K in Q4 2023.
230 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2024.

Based on Forte Capital's 13F filing for Q2 2024, filed 13 Aug 2024.