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Realta Investment Advisors’s Prospect Capital PSEC Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-192
Closed -$1.06K – 665
2024
Q2 		$1.06K Buy
192
+7
+4% +$38 ﹤0.01% 773
2024
Q1 		$1.02K Buy
+185
New +$1.06K ﹤0.01% 794
2023
Q4 		– Sell
-3,195
Closed -$19.8K – 696
2023
Q3 		$19.8K Hold
3,195
– – ﹤0.01% 614
2023
Q2 		$19.8K Buy
+3,195
New +$20.5K ﹤0.01% 658
2020
Q1 		– Sell
-1,046
Closed -$7K – 1118
2019
Q4 		$7K Hold
1,046
– – ﹤0.01% 1252
2019
Q3 		$7K Buy
+1,046
New +$6.9K ﹤0.01% 1231

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return

Realta Investment Advisors's PSEC Position: Q3 2024 in Review

Realta Investment Advisors sold out of Prospect Capital (PSEC) in Q3 2024, closing a stake of 192 shares — an estimated $1.06K sold.

Realta Investment Advisors first reported a position in PSEC in Q3 2019 and held it in 6 quarters. The position peaked at $19.8K in Q3 2023. 226 funds tracked by Wall St. Rank hold PSEC as of Q3 2024.

  • Realta Investment Advisors reported no remaining Prospect Capital position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 192 Prospect Capital shares in Q3 2024, an estimated $1.06K.
  • Realta Investment Advisors first reported a position in Prospect Capital in Q3 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Prospect Capital position peaked at $19.8K in Q3 2023.
  • 226 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.