Gerber Kawasaki Wealth & Investment Management’s Prospect Capital PSEC Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q2	–	Sell	-13,587	Closed	-$75K	–	298
2024 Q1	$75K	Buy	13,587 +446	+3%	+$2.57K	﹤0.01%	278
2023 Q4	$78.7K	Buy	13,141 +416	+3%	+$2.4K	﹤0.01%	258
2023 Q3	$77K	Sell	12,725 -5	-0%	-$31	0.01%	248
2023 Q2	$78.9K	Sell	12,730 -373	-3%	-$2.4K	0.01%	255
2023 Q1	$91.2K	Buy	13,103 +10	+0.1%	+$73	0.01%	243
2022 Q4	$91.5K	Buy	13,093 +10	+0.1%	+$72	0.01%	241
2022 Q3	$81K	Buy	13,083 +8	+0.1%	+$60	0.01%	227
2022 Q2	$91K	Buy	+13,075	New	+$100K	0.01%	237
2022 Q1	–	Sell	-13,059	Closed	-$109K	–	280
2021 Q4	$109K	Buy	13,059 +13,056	+435,200%	+$110K	0.01%	266
2021 Q3	$3K	Sell	3 -14,224	-100%	-$115K	﹤0.01%	846
2021 Q2	$119K	Buy	+14,227	New	+$119K	0.01%	240

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 $1.37B AUM 28.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Gerber Kawasaki Wealth & Investment Management's PSEC Position: Q2 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Prospect Capital (PSEC) in Q2 2024, closing a stake of 13,587 shares — an estimated $75K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PSEC in Q2 2021 and held it in 11 quarters. The position peaked at $119K in Q2 2021. 230 funds tracked by Wall St. Rank hold PSEC as of Q2 2024.

Gerber Kawasaki Wealth & Investment Management reported no remaining Prospect Capital position as of Q2 2024 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 13,587 Prospect Capital shares in Q2 2024, an estimated $75K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Prospect Capital in Q2 2021 and held it in 11 quarters.
Gerber Kawasaki Wealth & Investment Management's Prospect Capital position peaked at $119K in Q2 2021.
230 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.