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

National Wealth Management Group’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
Q2 		– Sell
-12,310
Closed -$74.8K – 165
2023
Q1 		$74.8K Sell
12,310
-657
-5% -$4.77K 0.09% 131
2022
Q4 		$90.6K Buy
12,967
+103
+0.8% +$741 0.11% 133
2022
Q3 		$79.8K Sell
12,864
-505
-4% -$3.77K 0.1% 120
2022
Q2 		$93.4K Sell
13,369
-15
-0.1% -$115 0.12% 110
2022
Q1 		$111K Sell
13,384
-1,120
-8% -$9.32K 0.11% 108
2021
Q4 		$122K Buy
+14,504
New +$122K 0.11% 122

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

National Wealth Management Group's PSEC Position: Q2 2023 in Review

National Wealth Management Group sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 12,310 shares — an estimated $74.8K sold.

National Wealth Management Group first reported a position in PSEC in Q4 2021 and held it in 6 quarters. The position peaked at $122K in Q4 2021. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

  • National Wealth Management Group reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 12,310 Prospect Capital shares in Q2 2023, an estimated $74.8K.
  • National Wealth Management Group first reported a position in Prospect Capital in Q4 2021 and held it in 6 quarters.
  • National Wealth Management Group's Prospect Capital position peaked at $122K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.