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Harvest Group Wealth Management’s Prospect Capital PSEC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-400
Closed -$2K – 535
2020
Q4 		$2K Sell
400
-425
-52% -$2.24K ﹤0.01% 374
2020
Q3 		$4K Buy
+825
New +$4.15K ﹤0.01% 284

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LSV Asset Management
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harvest Group Wealth Management's PSEC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Prospect Capital (PSEC) in Q1 2021, closing a stake of 400 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PSEC in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 192 funds tracked by Wall St. Rank hold PSEC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Prospect Capital position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 400 Prospect Capital shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Prospect Capital in Q3 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Prospect Capital position peaked at $4K in Q3 2020.
  • 192 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.