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IHT Wealth Management’s Prospect Capital PSEC Stock Holding History

IHT 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
2023
Q3 		– Sell
-21,434
Closed -$133K – 1015
2023
Q2 		$133K Buy
21,434
+28
+0.1% +$180 0.01% 914
2023
Q1 		$149K Buy
+21,406
New +$155K 0.01% 883
2022
Q1 		– Sell
-10,750
Closed -$90K – 831
2021
Q4 		$90K Sell
10,750
-335
-3% -$2.82K 0.01% 781
2021
Q3 		$85K Sell
11,085
-464
-4% -$3.74K 0.01% 780
2021
Q2 		$97K Sell
11,549
-41
-0.4% -$343 0.01% 912
2021
Q1 		$89K Sell
11,590
-1,269
-10% -$8.76K 0.01% 807
2020
Q4 		$70K Sell
12,859
-5,470
-30% -$28.8K 0.01% 726
2020
Q3 		$92K Sell
18,329
-1,730
-9% -$8.7K 0.01% 637
2020
Q2 		$103K Buy
20,059
+2,016
+11% +$9.44K 0.01% 559
2020
Q1 		$77K Buy
18,043
+1,850
+11% +$10.9K 0.01% 521
2019
Q4 		$104K Sell
16,193
-700
-4% -$4.56K 0.01% 597
2019
Q3 		$111K Buy
+16,893
New +$111K 0.02% 580
2018
Q1 		– Sell
-462
Closed -$3K – 1741
2017
Q4 		$3K Hold
462
– – ﹤0.01% 1438
2017
Q3 		$3K Hold
462
– – ﹤0.01% 1174
2017
Q2 		$11 Buy
+462
New +$3.96K 0.01% 954

Other funds holding PSEC

YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IHT Wealth Management's PSEC Position: Q3 2023 in Review

IHT Wealth Management sold out of Prospect Capital (PSEC) in Q3 2023, closing a stake of 21,434 shares — an estimated $133K sold.

IHT Wealth Management first reported a position in PSEC in Q2 2017 and held it in 15 quarters. The position peaked at $149K in Q1 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

  • IHT Wealth Management reported no remaining Prospect Capital position as of Q3 2023 after selling out during the quarter.
  • IHT Wealth Management sold 21,434 Prospect Capital shares in Q3 2023, an estimated $133K.
  • IHT Wealth Management first reported a position in Prospect Capital in Q2 2017 and held it in 15 quarters.
  • IHT Wealth Management's Prospect Capital position peaked at $149K in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.