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Laird Norton Wetherby Wealth Management’s Prospect Capital PSEC Stock Holding History

Laird Norton Wetherby 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
2022
Q2 		– Sell
-15,003
Closed -$124K – 965
2022
Q1 		$124K Hold
15,003
– – 0.01% 892
2021
Q4 		$126K Hold
15,003
– – 0.01% 897
2021
Q3 		$116K Hold
15,003
– – 0.01% 901
2021
Q2 		$126K Buy
+15,003
New +$125K 0.01% 905

Other funds holding PSEC

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PSEC Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Prospect Capital (PSEC) in Q2 2022, closing a stake of 15,003 shares — an estimated $124K sold.

Laird Norton Wetherby Wealth Management first reported a position in PSEC in Q2 2021 and held it in 4 quarters. The position peaked at $126K in Q4 2021. 228 funds tracked by Wall St. Rank hold PSEC as of Q2 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Prospect Capital position as of Q2 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 15,003 Prospect Capital shares in Q2 2022, an estimated $124K.
  • Laird Norton Wetherby Wealth Management first reported a position in Prospect Capital in Q2 2021 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Prospect Capital position peaked at $126K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.