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Legacy Wealth Planning’s Prospect Capital PSEC Stock Holding History

Legacy Wealth Planning’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
-10,200
Closed -$55K – 97
2020
Q4 		$55K Hold
10,200
– – 0.07% 85
2020
Q3 		$51K Hold
10,200
– – 0.06% 79
2020
Q2 		$52K Hold
10,200
– – 0.06% 77
2020
Q1 		$43K Sell
10,200
-4,500
-31% -$26.6K 0.07% 72
2019
Q4 		$95K Buy
+14,700
New +$95.8K 0.11% 79

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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

Legacy Wealth Planning's PSEC Position: Q1 2021 in Review

Legacy Wealth Planning sold out of Prospect Capital (PSEC) in Q1 2021, closing a stake of 10,200 shares — an estimated $55K sold.

Legacy Wealth Planning first reported a position in PSEC in Q4 2019 and held it in 5 quarters. The position peaked at $95K in Q4 2019. 192 funds tracked by Wall St. Rank hold PSEC as of Q1 2021.

  • Legacy Wealth Planning reported no remaining Prospect Capital position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Planning sold 10,200 Prospect Capital shares in Q1 2021, an estimated $55K.
  • Legacy Wealth Planning first reported a position in Prospect Capital in Q4 2019 and held it in 5 quarters.
  • Legacy Wealth Planning's Prospect Capital position peaked at $95K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2021.

Based on Legacy Wealth Planning's 13F filing for Q1 2021, filed 6 May 2021.