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Optimist Retirement Group’s Prospect Capital PSEC Stock Holding History

Optimist Retirement 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
2024
Q2 		– Sell
-48,176
Closed -$266K – 122
2024
Q1 		$266K Buy
+48,176
New +$277K 0.14% 68

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YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Optimist Retirement Group's PSEC Position: Q2 2024 in Review

Optimist Retirement Group sold out of Prospect Capital (PSEC) in Q2 2024, closing a stake of 48,176 shares — an estimated $266K sold.

Optimist Retirement Group first reported a position in PSEC in Q1 2024 and held it in 1 quarter. The position peaked at $266K in Q1 2024. 230 funds tracked by Wall St. Rank hold PSEC as of Q2 2024.

  • Optimist Retirement Group reported no remaining Prospect Capital position as of Q2 2024 after selling out during the quarter.
  • Optimist Retirement Group sold 48,176 Prospect Capital shares in Q2 2024, an estimated $266K.
  • Optimist Retirement Group first reported a position in Prospect Capital in Q1 2024 and held it in 1 quarter.
  • Optimist Retirement Group's Prospect Capital position peaked at $266K in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2024.

Based on Optimist Retirement Group's 13F filing for Q2 2024, filed 12 Aug 2024.